What makes Summit Financial Partners different?
We are Fee-Only, Fiduciary advisors. Our fees are fully disclosed and transparent. You never have to wonder if you are invested in a security that benefits us more than it benefits you because that conflict of interest is not present.
We believe that Financial Planning is central to all of our relationships. It is difficult to build the right portfolio for anyone without knowing what each client’s individual goals are.
We understand the importance of your portfolio having the right investment mix for you. We determine how to invest your money be looking at your risk tolerance, time horizon and goals.
We work as a team. Although CFP training is central to our backgrounds, you also get the benefit of our different life and professional experiences.
We offer Life Planning tools that help bring to the forefront of our conversations your unique goals and values.
We are trusted financial advisors serving Richmond, VA and beyond!
For over twenty years, Summit Financial Partners has been helping individuals and families in the Greater Richmond area reach their financial goals and enjoy the comfortable retirement lifestyle their clients have dreamed of.
Our dedicated team of top-notch financial experts provides transparent and straightforward fee-only wealth management and investment services. Our clients trust and recommend us to their families and friends.
We can help you reach your goals!
For over twenty years, Summit Financial Partners has been helping individuals and families reach their financial goals and to enjoy the comfortable retirement lifestyle they dreamed of with our investment management.
Our offices are located just outside of Richmond in Glen Allen.
We proudly serve the City of Richmond, Charles City County, Chesterfield County, Goochland County, Hanover County, Henrico County, New Kent County, and Powhatan County.
We also serve clients across the country with fully virtual client service options.
Free Financial Tools
We partner with Andes Wealth Technologies to use their proprietary, multi-dimensional risk tolerance test to get an accurate measure of our clients’ true risk tolerance. We use this assessment to structure their portfolio to fit our clients’ individual risk preferences.
