• HB Firm Img _jpg

    Our Firm

    An independent organization, Summit Planning Group, LLC was founded with a clear vision of providing comprehensive, thoughtful and objective wealth management advice to business owners, professionals, executives and retirees. 

    Read More
  • Forbes Team Img

    Summit Team

    With an average of 25 years of financial planning experience and varied backgrounds in accounting, finance, tax, insurance and investments, Summit’s advisors are well positioned to guide you through every phase of your planning.

    Read More
  • Services HB Graphic_jpg


    Developing a comprehensive financial plan that accounts for the unique and inter-related aspects of your financial situation is the basis for our approach.  Managing the growth and protection of wealth is accomplished once this framework has been established.

    Read More