Whether building assets for the future or seeking to protect, enjoy and pass on the assets you already have, we will partner with you to reach higher and help you to achieve all of your goals.
Summit Financial Planning offers planning services to both individuals and corporations. We are a Fee-Only financial planning firm with a unique specialty in our approach to asset and wealth management. Because we are a Fee-Only firm, we do not receive commissions of any kind. We are compensated strictly by the client, and our fees are based on a percentage of assets under management or on a flat project basis.
As a Registered Investment Advisor (RIA) we operate as a true fiduciary to our clients, and we are passionate about their well-being. The approach and the focus of our firm are two-fold: providing exceptional client service coupled with sound financial advice. We believe that regular savings, globally diversified portfolios and well-defined goals are the cornerstone of any solid financial plan. You will not find a “one size fits all” approach to financial planning and investment strategy. We provide each of our clients with a customized plan that is unique to your goals and objectives. The financial health and well-being of our clients is our first concern.
We are located in Glen Allen, a suburb of Richmond, VA, and have been helping people meet and exceed their financial dreams since 1999. Please
contact us if you would like to learn more. We would love to hear from you.