A complete list of active advisors currently associated with Summit Wealth Management Group, Inc.

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

Summit Wealth Management Group is an SEC‑registered independent advisory that serves individuals and high‑net‑worth households with discretionary asset management and financial planning services. The firm provides these services through LPL Financial‑sponsored advisory programs and also offers a wrap‑fee program on the LPL Strategic Wealth Management platform. Summit emphasizes continuous, customized account supervision and constructs portfolios using individual securities, mutual funds, ETFs, and model portfolios that blend active and passive strategies targeted to objectives such as growth with income and income with moderate growth. The firm employs technical analysis alongside long‑term purchase strategies, conducts periodic account reviews, and leverages a range of LPL program models (including algorithmic and third‑party strategist offerings) when appropriate. Noteworthy features include acting as a wrap‑fee program sponsor via the LPL platform, a relatively uncommon arrangement among its peers, and being deemed to have custody for certain clients as a result of standing letters of authorization—controls and disclosures for which are described in the brochure. Additional distinguishing elements are a recent ownership restructuring that concentrated majority ownership in a single shareholder and a stated practice of transitioning legacy Class A mutual fund holdings to advisory “Platform” share classes; the firm manages roughly $250 million on a discretionary basis with a compact advisory team.

To learn more about the advisors currently working at Summit Wealth Management Group, Inc., 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.