Summit Wealth Advisors

Summit Wealth Advisors Our focus is on building lifelong relationships with our clients. We do not offer legal, tax or accounting advice. Member SIPC, https://www.sipc.org.

As a fee based financial planning firm operating under a fiduciary standard of care, our commitment to exceptional service started the day we were founded, and it remains at the center of all we do. We believe our flat fee based system helps make potential conflicts of interest transparent when advising our clients on their unique situation. What makes us unique is that we work with our clients in

3 different ways and which relationship is chosen by the client. Foundational Strategy:

Sometimes all you need is a specific product or service to round out your already in place plan. The cost of a comprehensive plan does not make sense in these situations, and we take an unbiased approach to finding the best fit for you

WEALTH BASIC:

Designed for clients who want a flat fee financial plan. As your financial advisor, we give straightforward guidance to get your entire financial life in order. WEALTH ELITE:

Our WEALTH ELITE process is everything from WEALTH BASIC but for a more complex client. We incorporate coordinating with your other advisors such as CPAs and estate attorneys to build a comprehensive financial plan. WEALTH ELITE brings everything together under one clear path and gives you ongoing access to our team and partners year after year. We are committed to building long-term relationships with our clients and helping them reach their goals is our number one priority. Drawing on our knowledge, experience, and world-class tools, we strive to build financial freedom for our clients. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, we promise a new level of attention, insight and capability. We will help you:
• Define your personal financial goals
• Develop a financial strategy designed to help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters. Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees. Securities & investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Summit Wealth Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory address: 4830 W. Kennedy Blvd. #800 Tampa, FL 33609 (813) 286-2280. We are licensed to sell insurance in: AL, FL, GA, TN. Securities licensed in: FL. CRN202505-2312025

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, the...
05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income durin...
05/11/2026

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income during illness or injury is critical to keeping your business running and your finances on track.

Let’s explore ways to help protect you.

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those withou...
05/04/2026

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those without savings. But in reality, DI can play an important role in helping high earners protect their income and assets. Let’s start a conversation about strengthening your financial flexibility for the years ahead.

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review an...
04/20/2026

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review any charitable and estate moves, and coordinate with your tax advisor so there are fewer surprises next spring.

Over 50% of U.S. adults lack financial literacy. You can build loyalty, reduce stress, and boost productivity with educa...
04/20/2026

Over 50% of U.S. adults lack financial literacy. You can build loyalty, reduce stress, and boost productivity with education on savings, budgeting, and retirement. Let's connect.

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and debt mean it may not be as simple or a...
04/06/2026

A home can be a meaningful inheritance — but rising taxes, maintenance costs, and
debt mean it may not be as simple or as affordable as expected. The Great Wealth
Transfer needs thoughtful planning. Curious to explore what inheritance readiness
looks like? Let’s talk.

A strong executive benefits package helps you hire smarter and reduce turnover. From bonus programs to non-qualified pla...
04/06/2026

A strong executive benefits package helps you hire smarter and reduce turnover. From bonus programs to non-qualified plans, let’s partner with your tax and legal advisors to create a strategy that works.

With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income y...
03/23/2026

With taxes top of mind, now is a good time to consider how they can influence the amount you accumulate and the income you generate in retirement. By working with me and your tax advisor to implement an asset location strategy, you can diversify sources of income that help manage tax liability and the timing of tax payments. Let’s review together — comment below or reach out directly.

With higher contribution limits and new Roth catch-up rules under SECURE 2.0, this year brings important changes to work...
03/23/2026

With higher contribution limits and new Roth catch-up rules under SECURE 2.0, this year brings important changes to workplace retirement plans.

Learn more at https://bit.ly/47h31Vh and consult your tax advisor for advice on your situation.

Address

4830 W. Kennedy Boulevard Suite 800
Tampa, FL
33609

Website

Alerts

Be the first to know and let us send you an email when Summit Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category