Summit Financial Wealth Advisors

The Heart of Summit Financial Wealth Advisors

At Summit Financial Wealth Advisors, we are proud to be a team of dedicated professionals who have been working together to help individuals, families, and businesses achieve their financial goals for over 20 years. Our approach to wealth management is centered on a deep understanding of our clients' unique needs and objectives, and a commitment to always putting their best interests first.

Our Core Values

As a fiduciary-based wealth management firm, we are guided by a strong set of core values that shape our approach to financial planning and investment management. These values include a commitment to honesty, transparency, and open communication, as well as a focus on creating long-term relationships built on trust and mutual understanding.

Our Services

We offer a wide range of financial services designed to help our clients achieve their unique goals and objectives. These services include:

• Investment Management: We provide personalized investment management strategies tailored to each client's unique financial goals, risk tolerance, and time horizon.
• Financial Planning: Our experienced professionals work closely with clients to create comprehensive financial plans that address their unique needs and objectives.
• Retirement Planning: We offer specialized expertise in retirement planning, helping clients prepare for a secure and sustainable retirement.
• Estate Planning: Our team provides expert advice on estate planning strategies, ensuring that clients' assets are protected and transferred in accordance with their wishes.
• Insurance Planning: We offer specialized insurance planning services, helping clients protect their assets and secure their financial futures.

Meet Our Team

Our team of financial professionals is dedicated to providing the highest level of service and expertise to our clients. We take pride in our commitment to teamwork, collaboration, and a deep understanding of our clients' unique needs and objectives.

Meet Our Managing Partners

Our managing partners, David Daniel, Todd Lambert, and Michael Pharr, are seasoned financial professionals with a deep understanding of the financial markets and a commitment to delivering exceptional results for their clients.

Contact Us

If you're interested in learning more about our services or would like to schedule a consultation with one of our experienced financial professionals, please don't hesitate to contact us.