Our Story

Thirty years ago, our firm began under different iterations and corporate structures. Through substantial growth, we are now Summit Wealth Partners, LLC. Summit is an SEC Registered Investment Advisor headquartered in Orlando, with offices in Jacksonville, Naples and Fort Myers and is an independent full service privately owned firm.

Among our professionals, we are proud to have multi-year 5-star Senior Wealth Advisors; Certified Financial Planner® professionals; several advanced degrees including doctorate and MBA; and leadership dedicated to education, outreach and development. Among our employees, we have appeared on ABC, CBS, CNBC, NBC, and FOX affiliates; The Wall Street Journal, and Barron’s; several regional and local newspapers.

In addition, we have been featured on America’s Premier Experts, and over 84 different radio broadcasts. We have authored more than eight books, and have had the privilege of being among an elite group that has run both the opening and the closing bell of the New York Stock Exchange.

Summit Wealth Partners is different than your traditional broker relationship. Summit Advisors are fee-based advisors that are held to a high fiduciary standard that requires them to put their client’s best interest above their own. We, at Summit Wealth Partners, are and have been fiduciaries.