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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Summit Financial Group, LLC

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United States
San Ramon, CA
Summit Financial Group, LLC

A comprehensive financial planning and wealth management firm. Only then can we perform the analysis necessary to recommend proper action steps.

Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions. Our goal is to educate clients so they understand their financial picture, and implement solutions that match their priorities and resources. In today’s marketplace, media coverage and massive amounts of information are often mistaken for wisdom and perspective. As markets, financial products

, and tax laws become more complex, we believe clients are best served by having a comprehensive financial plan created and monitored by competent, caring professionals. We aim to be the trusted resource for our clients, and earn that distinction by consistently doing what is in their best interests.

02/16/2026

On Presidents Day, we recognize the presidents who have shaped the history of our nation. The markets and our office will be closed today, February 16th.

02/07/2026

We're hiring! 🌟

Do you love creating great experiences, staying one step ahead, and being a trusted partner to others? We might have the role for you. 💼✨

We're searching for a Practice Manager to support one of our top advisors in Liberty Lake, WA. This hybrid role is all about client care, organization, teamwork, and growth—backed by a supportive Client Services team and leadership that invests in you.

If you're driven, detail-oriented, and energized by making a real impact every day, learn more 👇

https://www.linkedin.com/jobs/view/4368069348/

02/02/2026

📬 The Summit Perspective, Winter 2026 edition has arrived!

As we welcome a new year, this issue takes a thoughtful look at the lessons of 2025 and the opportunities—and challenges—that lie ahead. From market reflections and the evolving AI landscape to timeless planning fundamentals, we explore what it means to move Onward in 2026 with clarity and confidence.

You'll meet our newest Summit Spirit Award honoree, learn about our support for Maui's recovery, and get a sneak peek at upcoming Summit U workshops. We're also celebrating big news: Summit Financial Group made the 2026 Forbes Best In State Wealth Management Teams list!

❄️ Read the full Winter 2026 issue here: https://www.summitadvisors.com/resources-and-events/summit-perspective-newsletter

01/19/2026

Today, we honor the life and legacy of Dr. Martin Luther King Jr. His commitment to service, integrity, and equality continues to inspire progress and meaningful change. At Summit Financial Group, we are guided by these same values as we serve our clients and our community with care and purpose.

In observance of Martin Luther King Jr. Day, our office will be closed. We will resume normal business hours tomorrow.

01/15/2026

We're honored to be named to the 2026 Forbes Best‑In‑State Wealth Management Teams list. This recognition reflects our commitment to doing it right and pursuing our mission of Enriching Lives—of our clients, our people, and our community.

Thank you for being part of the Summit journey. We look forward to what lies ahead!

*2026 Forbes America's Best-In-State Wealth Management Teams, developed by Shook Research, is based on the period from 3/31/2024 to 3/31/2025 and was released on 1/7/2026. Approximately 12,787 team nominations were received and 6,149 advisor teams won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4rXUfUA. Please see https://bit.ly/40mwRVe for more info.

01/14/2026

Kickstart Your Career in Financial Services 🚀

Ready to gain real-world experience and explore what a career in financial services looks like behind the scenes? Summit Financial Group's 2026 Internship Program offers a 5-day, immersive experience for college students and recent graduates.

Connect with industry professionals, build your network, and gain insights that can help shape your future.

📅 Session Dates: June 22–26
🕘 Time: 9 AM – 3 PM

📩 Apply by March 31: [email protected]

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Address

2633 Camino Ramon, Suite 200
San Ramon, CA
94583

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.summitadvisors.com/

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Summit Financial Group

Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions. Only then can we perform the analysis necessary to recommend proper action steps. Our goal is to educate clients so they understand their financial picture, and implement solutions that match their priorities and resources. In today’s marketplace, media coverage and massive amounts of information are often mistaken for wisdom and perspective. As markets, financial products, and tax laws become more complex, we believe clients are best served by having a comprehensive financial plan created and monitored by competent, caring professionals. We aim to be the trusted resource for our clients, and earn that distinction by consistently doing what is in their best interests. Certain individuals associated with Summit Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Summit Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.

Summit Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Financial Advisors do not provide tax/legal advice. Our posts should not be considered as such.