About Us

Our Commitment to Community

The “Why” behind our work at Summit Financial Group has always been more important than the business results. Summit was founded on the belief that if you do the right thing by clients, excellent business results will follow. Some of our favorite annual metrics include the number of clients reaching retirement, the number of students graduating, the number of businesses succeeding to the next generation, and the amount our clients donate to charity. These milestones remind us why we do what we do. Helping people reach their financial goals is a blessing, and we are thankful for clients who choose us to guide their journey.

As we celebrate our clients’ achievements, we recognize that the more we help people meet their goals, the greater our impact on the community – creating a virtuous cycle. Supporting our community is important to us, and we foster outreach and involvement within our team. Whether through our advisors teaching financial literacy classes to high school students or our team participating in volunteer projects, we are actively involved.

To formalize our spirit of giving back, we established the Summit Financial Foundation in 2016. Summit operates with an abundance mindset, aiming to cultivate and perpetuate the resources and gifts the foundation can provide for generations to come.

Our mission is to foster the abundant spirit of a community-minded firm — providing aid, promoting financial literacy, and inspiring life-changing initiatives for individuals across the Bay Area.
 

One hundred percent of the donations we receive go toward funding our selected charities and the members of our community in which they serve.

To date, Summit has been honored to make a difference in the following charities: