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 your best interest at all times.

Building Relationships

We consider financial planning a process rather than a one-time event.  We will learn about you and your individual goals; then customize a plan specifically for you. We will assist you in putting your plan into action, and provide periodic updates to make sure you remain on course.

Value Based Pricing

We are committed to providing value that exceeds our fees.  With our Fixed Fee Financial Planning and Investment Consulting services, you will know in advance what your yearly 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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