We're excited to announce that Summit Financial Partners has joined forces with Strathmore Capital Advisors! Learn more about what this means for you and explore our enhanced capabilities by visiting the link below.
Investment Management
We work with our clients to build a well-diversified portfolio that works specifically for you.
Financial Planning
We work with you to understand your retirement goals so you won’t be left wondering if you’re saving enough.
Life Transitions
We can help guide you major life transitions including the loss of a loved one, divorce, or inheritance.
Dimensional Funds
As a company approved to use Dimensional Funds, Summit Financial Partners can provide impactful investments.
When it comes to something as serious as planning for your life goals, you can trust that we’re always working for you and only you.
We are a woman-owned, independent-advisory firm. As Fee-Only fiduciaries, we act with your best interest in mind. When it comes to something as serious as planning for your life goals, you can trust that we’re always working for you and only you.
We partner with you, and make listening a priority.
We learn about your financial goals, then provide personalized recommendations on how to best invest, protect, and grow your financial assets.
We help you design and implement a solid diversified portfolio.
All of our clients receive both investment management and financial planning services for a in-depth look at their financial lives.
Transparent, straightforward, fee-only wealth management and investment services that you can trust.
For nearly twenty years, our dedicated team of fiduciary advisors has been providing transparent, straightforward, fee-only wealth management and investment services that our clients trust and recommend to their families and friends.
Free Financial Tools
At Summit, we believe that knowledge is the key to unlocking your financial future and achieving your goals. With MyBlocks, an interactive financial planning tool, you can gain the financial literacy you need to make smart decisions for your future. MyBlocks breaks up key topics into easy-to-understand “blocks”, including retirement planning, protecting your family, and more. With MyBlocks, you can take control of your financial future in a way that is both easy and enjoyable.
Sign up for free today and start building your path to financial freedom!
Inheriting Chaos With Compassion
Best-selling author and Summit Financial President Jennifer Luzzatto provides expertise to help you handle the new financial responsibilities you inherited in the wake of a family member’s passing.
Jennifer Luzzatto’s Book Interviews
Jennifer has been interviewed by a number of different podcasts who have all had her share her experiences. If you’re interested in finding out more about Jennifer or want to hear more about her story, then listen to these interviews.
