Our Firm

Summit Wealth Advisors, Inc., has been serving the wealth management needs of clients for the past 26 years.  We specialize in asset management, portfolio construction and maintenance, small business retirement plan solutions, and holistic financial planning.  Our mission is to proactively manage our clients’ wealth with honesty and integrity.  We are active community leaders and truly believe in selfless acts of kindness.  We hold ourselves to the highest degree of fiduciary standards and professionalism and strive to fulfill the long-term financial objectives of all of our clients.

Advisory services offered through Summit Wealth Advisors, Inc., a Registered Investement Adviser.