Summit Wealth Group’s inception dates back to 1985 when 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 the course of the next 17 years, EFP grew to become one of the largest independent financial advisory firms in the nation. The formation of Summit Wealth Group in the fall of 2002 was a deepening of that initial vision.
From one branch to eight.
Since establishing our headquarters in Colorado Springs, our focus has been on expanding our reach into other parts of the country.
In 2005, we formed a strategic partnership with BankFirst, a regional community bank located in Madison, MS. This became our first remote location. From there, we opened branches in Lakewood, CO (2009) and Scottsdale, AZ (2010).
In 2011, Summit Wealth Group acquired Cook Financial Associates out of Lone Tree, CO. Cook Financial became Summit Wealth Group’s 5th branch office location and serves many business owners — particularly dentists — as well as individuals in the Greater Denver area.
In 2013, Summit brought on Gary James and his former practice, Precepts Wealth Management, out of Meridian, MS; and in 2015, David Lee Financial merged with Summit to provide Summit with a branch office location in Memphis, TN.
In December of 2021, Dave Adams from Adams Investment Strategies joined Summit and became its 8th branch office location. Located in Franklin, TN (outside of Nashville), this became Summit’s 2nd branch office in Tennessee.
Our goal is to become known nationwide as a leading provider of customized financial solutions. How will we get there? We believe the key will be in partnering with firms who share the same vision, passion, and values as our own. Firms, perhaps, just like yours!
We encourage you to check out the resources available on this page, the benefits of joining Summit, and what it means to join an ensemble firm. If you think your firm might be a good fit to join Summit, we would welcome an opportunity to speak further!