Partner with Summit Wealth Group

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Summit Wealth Group is an independent wealth management whose vision was born out of a simple desire to enable clients to reach their fullest financial and personal potential. What is at the heart of Summit? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about being at our best so our clients can be at their best.

Deeply rooted within the Summit culture is a desire to make a positive and lasting impact. This desire is seen in our commitment to providing our employees and clients with an exceptional experience and opportunities to build intentional relationships with each other and in our local communities as we seek ways to make a difference.

What is at the heart of Summit? Simply put, it is the individuals and families we proudly serve. It is about their hopes, dreams, and aspirations. It is about Summit being our best, so our clients can be their best.

At the core of Summit is the belief that partnering with us allows each client the opportunity to have a better, more secure future — and every person in our organization believes that." — Randy Morris, CEO.

"We are humbled and honored to be recognized by Inc. Magazine as one of the fastest-growing private firms in the country and Best Workplaces in Country for 2022. It truly is a testament to our team's hard work and dedication, the loyalty of our many valued clients, and our business model of striving for excellence in everything we do.

Summit offers employees the opportunity to learn, grow and thrive in an exciting and ever-changing industry – while building intentional relationships with a great group of co-workers.