Summit Financial Partners

Summit Financial Partners At Summit Financial Partners, we serve as a fiduciary for individuals and families by providing perso

Why we’re different from 95% of the nation's financial planners:
1) We are a Fee-Only Investment Advisory and Financial Planning Firm.
2) We are among the few planners privileged to invest with Dimensional Funds Advisors.
3) Our services are tailor made to each client.
4) We have taken the NAPFA fiduciary oath.

What's on your summer reading list? 📚 For us, it's two of our all time favorite books: "Inheriting Chaos with Compassion...
07/22/2025

What's on your summer reading list? 📚 For us, it's two of our all time favorite books: "Inheriting Chaos with Compassion" (by our own Jennifer Luzzatto!) and "The Psychology of Money" by Morgan Housel.

What have you been reading this summer? Drop your recommendations below! We’d love to expand our reading list with your favorites!

Have you heard the news? We have a new client portal! Watch the tutorial 👇
07/08/2025

Have you heard the news? We have a new client portal!

Watch the tutorial 👇

An overview of our new Summit Client Portal.

News from Summit 🗞️ -
07/07/2025

News from Summit 🗞️ -

Over the past few months, we’ve been working behind the scenes to upgrade our client portal, making it more user-friendly and easier to navigate. While the security you trust remains the same, the enhanced design allows our clients to access account information and share documents more smoothly. W...

Happy 4th of July! 🎆🗽
07/04/2025

Happy 4th of July! 🎆🗽

The road to reaching your retirement goals can be daunting. With Summit Financial Partners, you’ll never go it alone.
06/16/2025

The road to reaching your retirement goals can be daunting. With Summit Financial Partners, you’ll never go it alone.

We love to hear from happy clients!
06/13/2025

We love to hear from happy clients!

Summer is here, and many are dreaming of their next getaway! 😎 Whether you’re planning a family road trip or a relaxing ...
06/11/2025

Summer is here, and many are dreaming of their next getaway! 😎 Whether you’re planning a family road trip or a relaxing beach escape, thoughtful financial preparation can make all the difference. What’s your favorite summer vacation destination? Share your travel plans in the comments! 👇

News from Summit 🗞️ -
06/02/2025

News from Summit 🗞️ -

We are excited to share that Summit Financial Partners is now registered with the U.S. Securities and Exchange Commission (SEC). This milestone reflects our commitment to maintaining the highest standards of transparency, compliance, and client service as your trusted, fee-only fiduciary advisors in...

Spotlight on Dimensional Funds🔦 Did you know we’re among a select group of firms nationwide that invest with Dimensional...
05/29/2025

Spotlight on Dimensional Funds🔦 Did you know we’re among a select group of firms nationwide that invest with Dimensional Fund Advisors? Discover how our evidence-based investment approach can help you reach your financial goals, and learn more from Dimensional here 👇
https://summitfinancialpartnersrva.com/dimensional-funds-advisors/

Remembering and honoring all who served. 🎖
05/26/2025

Remembering and honoring all who served. 🎖

Let’s talk ✨Retirement✨ Are you on track for the retirement you envision? Our holistic approach covers everything from S...
05/21/2025

Let’s talk ✨Retirement✨ Are you on track for the retirement you envision? Our holistic approach covers everything from Social Security strategies to healthcare planning. Schedule a complimentary consultation to get started!

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"Contact Summit Financial Partners if you have any questions or would like to get started building your personalized financial plan. "

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5231 Hickory Park Drive, Suite A
Glen Allen, VA
23059

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