• OUR STORY

Our Story

DISCOVER THE SUMMIT DIFFERENCE

Since 2005, Summit Wealth Partners has helped our clients with their full financial picture. Our mission is to provide our clients with trusted advice, solid growth and peace of mind for their financial future. We act in your best interest. With no affiliation to large banks or brokerage firms, we remain transparent and honest, committed to developing trustworthy relationships.

Employee-operated, Summit is an SEC Registered Investment Advisor and independent firm headquartered in Orlando, Florida, with offices in Jacksonville, Naples, and Fort Myers.

Summit Wealth Partners is different than a traditional broker. We are a team of fee-based advisors and we are a fiduciary. Being a fiduciary means that since we’re an SEC-registered investment advisor (RIA), we’re legally obligated to put our clients’ best interest above our own. What’s the difference between a fiduciary financial advisor and a traditional broker? We’re glad you asked.

Summit Wealth Partners (RIA) vs. Broker-Dealer

  • Wealth Advisors
  • Independent (Fee-Based)
  • Comprehensive & Collaborative
  • Utilizes Academic Research
  • Responsible to You
  • Your Success is Summit’s Success
  • Sales People
  • Biased (Commission Driven)
  • One-Dimensional
  • Uses Marketing Tactics
  • Accountable to “Bottom Line”
  • Success Determined by Profits
  • WE FOCUS ON WHAT MATTERS

    INFORMED SOLUTIONS

    You come first. Our team upholds our values of transparency and honesty to provide direct answers to your questions and offers a range of evidence-based solutions, backed by Nobel Prize winning economic research.

    CUSTOM SERVICES

    Your advisory team is diverse. We thrive on collaboration and are motivated by the challenge of solving problems. We take pride in offering custom built solutions to suit each of our clients needs. Your team pursues continued education and eagerly looks for opportunities to stay sharp and provide each of our client the highest-level experience possible.

    COMMUNITY INVOLVEMENT

    We believe in focusing on helping others. It’s a company philosophy that extends outside the workplace. Our team members are active participants and even board members of some great organizations that serve our community, including Kiwanis Club and The Junior League.

    PREMIUM SUPPORT

    You can count on your advisory team to respond within 24 hours. We all work together to ensure you have custom solutions not just from one advisor, but from the expertise of board members and active participants. Your needs come first. With Summit, you have a team of tax and estate planners, risk managers, and investment experts behind you. Bring us your concerns and we will eagerly get to work creating a solution made just for you.

    START YOUR FINANCIAL JOURNEY TODAY.

    CONNECT WITH AN ADVISOR