At Summit Advisory Group, we know that your financial goals are as unique as you are as an individual. And no matter how small or big your dreams may be, we’ll take the necessary steps to develop a cohesive plan for you to make those dreams a reality. Simply put, we treat our people like gold. And we give you the tools you need to shine to your maximum potential.

Whether you are an individual seeking financial management guidance or a financial professional looking to grow your practice, we’ll be beside you every step of the way, providing positive encouragement and expert strategy to bring your goals to life.

We will work with you each step of the way- whether you are in your accumulation phase or ready to start distributing your assets. To use the mountain climbing visual, most people assume the most important part of their life is the accumulation phase, or in other words the “climb” up the mountain. As any mountain climber can attest, there are more challenges and risks to manage on the way down the mountain than the ascent. There are important decisions that can be made during your ascent that will impact your descent or your distribution phase.