The Summit Advantage

As a “FEE-ONLY” firm we are compensated solely by fees paid by you the client. We do not sell financial products and do not accept commissions or compensation from any other sources. We are paid by you and work only for you!

Objective Advice
We are an independent state Registered Investment Advisor not affiliated with any brokerage or insurance company and therefore not driven by sales quotas. We provide unbiased advice and accept a fiduciary responsibility to act in the best interest of our clients at all times.

Building Relationships
We consider financial planning a process rather than a one-time event. We work closely with our client; learn about them and determine their individual needs. We then customize a plan specifically for them, assist them in putting their plan into action, and provide them with periodic reviews to make sure their plan is still on course.

Value Based Pricing
We are committed to providing value that exceeds our fees. With our Retainer or Fixed Fee Financial Planning services you will know in advance what your fees will be. Contrast this with other financial advisors whose costs can vary greatly based on their commission charges or assets under management fees. We save you money whenever possible by searching out and recommending investments and other financial products that have low initial and on-going management expenses.

 

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