A complete list of active advisors currently associated with Summit Wealth Group, LLC

Warmer can help you find a great advisor at Summit Wealth Group, LLC or one who fits your needs even better.

Summit Wealth Group provides fee-based investment management and financial planning primarily to individual and high‑net‑worth clients, as well as trusts, estates and businesses, with an emphasis on retirement planning. The firm manages discretionary and non‑discretionary accounts and reports roughly $182 million in assets under management for about 282 clients. Investment advice is tailored to each client’s goals, time horizon and risk tolerance, typically emphasizing longer‑term asset allocation implemented with mutual funds, exchange‑traded funds and selected individual securities. The firm may employ a range of instruments—including equities, fixed income, options and derivatives—and reviews and rebalances accounts periodically; it also addresses retirement rollovers and states compliance with DOL PTE 2020‑02 when advising on retirement accounts. Several organizational features distinguish the firm from many peers: the adviser is affiliated with owner‑operated tax and consulting entities (Integrated Tax Solutions and Integrated Financial Solutions) and delivers services under the d/b/a Integrated Wealth Solutions, creating potential referral and fee conflicts the brochure discloses. The firm also uses a third‑party platform (Pontera) to manage held‑away participant accounts and participates in third‑party referral programs (SmartVestor and SmartAsset), which are notable operational choices for a small advisor team.

To learn more about the advisors currently working at Summit Wealth Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.