SUMMIT WEALTH GROUP

summit-wealth-group-logo

Summit Wealth Group is a wealth management firm that offers consulting services in investing and planning to reach success. Summit Wealth Groupโ€™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.

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SUMMIT WEALTH GROUP

Social Links:

Industry:
Consulting Financial Services Management Consulting Wealth Management

Founded:
2002-01-01

Address:
Colorado Springs, Colorado, United States

Country:
United States

Website Url:
http://www.summitwealthgroup.com

Total Employee:
101+

Status:
Active

Contact:
877-320-0379

Email Addresses:
[email protected]

Technology used in webpage:
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Current Employees Featured

theodore-spinardi_image

Theodore Spinardi
Theodore Spinardi Founder and Senior Managing Director @ Summit Wealth Group
Founder and Senior Managing Director
2010-02-01

randy-morris_image

Randy Morris
Randy Morris CEO and President @ Summit Wealth Group
CEO and President
2002-09-01

Founder


randy-morris_image

Randy Morris

theodore-spinardi_image

Theodore Spinardi

Official Site Inspections

http://www.summitwealthgroup.com Semrush global rank: 13.05 M Semrush visits lastest month: 78

  • Host name: ec2-54-164-9-107.compute-1.amazonaws.com
  • IP address: 54.164.9.107
  • Location: Ashburn United States
  • Latitude: 39.0481
  • Longitude: -77.4728
  • Metro Code: 511
  • Timezone: America/New_York
  • Postal: 20149

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