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 provides discretionary portfolio management, written financial planning, retirement-plan advisory and consulting services to individuals (including high‑net‑worth clients), trusts, estates, and business entities. The firm reports about $249.5 million in regulatory assets under management and serves roughly 380 client relationships. The firm emphasizes continuous account supervision and tailors investment strategies to client objectives, using a combination of individual stocks and bonds, mutual funds, ETFs, options and in‑house model portfolios (noted as Growth with Income and Income with Moderate Growth). It implements portfolios primarily through LPL Financial’s Strategic Wealth Management platform and makes use of multiple LPL‑sponsored programs, while offering both discrete financial planning engagements and ongoing planning services. Distinctive features disclosed in the brochure include sponsorship of a wrap fee program through LPL — a capability that is relatively uncommon among similarly supported firms — and the firm’s stated practice of managing wrap and non‑wrap accounts on an individualized basis while receiving a portion of wrap fees. The firm also discloses a recent ownership change effective January 1, 2025 (an 80/20 ownership split), a transition away from recommending legacy Class A mutual fund shares toward platform share classes, and a formal set of tiered financial planning packages with ongoing plan options.

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.