Our Company

Summit Financial Advisors, Inc. is a financial planning and investment management firm that will help you achieve what you want from your money, whether it's planning for retirement, covering unexpected risks or planning for a child's college education. We are dedicated to integrity and honesty at SFA. We believe in making the right moves for our clients for the right reasons. Our goal is to help you do what you want with your money, in the best way possible. We will give you advice on which investments are best for you, how to save money in taxes, how much you need to save to achieve your goals, how best to leave your estate according to your wishes, and how to protect yourself from financial loss. All of SFA’s owners plan their own finances in the same manner that we advise our clients. That’s because we believe in what we do, and we see that it works.