About Summit Wealth Group Consulting company in Lakewood, United States
In 1985 CEO Randy Morris founded Executive Financial Planning Inc. (EFP) with a desire to provide independent customized advice to clients with a financial planning emphasis.
Over 17 years EFP grew to become one of the largest independent financial advisory firms in the nation. In 2002 Summit Wealth Group was created to expand EFPs vision.
Today Summit Wealth Group is headquartered in Colorado Springs Colo. and has locations in four different states with seven total branch offices. Summit Wealth Group specializes in taking a planning-first approach in its relationships with clients.
Click the link below to discover why our clients have chosen to work with us and why were a good fit for you.
This communication strictly intended for individuals residing in the states of
AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MD MI MN MO MS MT NC ND NE NH NM NV NY OH OK OR PA RI SC SD TN TX UT VA WA WI WV WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Securities and advisory services offered through Commonwealth Financial Network member FINRA/SIPC a Registered Investment Adviser
Investments are not FDIC- or NCUA-insured are not guaranteed by a bank/financial institution and are subject to risks including possible loss of the principal invested.
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