Summit Financial Group, LLC is a comprehensive financial planning and wealth management firm dedicated to providing insight and solutions that assist our clients in the pursuit of their financial independence.

We invite you to learn more about our practice through our website or an introductory meeting with our team. At Summit, we know you face a maze of financial choices and decisions. We look forward to helping you solve the puzzle and implement a wealth management plan tailored to your unique goals.


THIRD ANNUAL SUMMIT SYMPOSIUM

Symposium was created to give our clients the opportunity to meet one another and be enriched by something more than the traditional financial planning you’ve come to expect from us.  Judging by your feedback, this year’s Symposium left many of you with a takeaway that would help you “do life better.” 

We thank those of you that spent the day with us, and for those who couldn’t make it, we hope to see you next year!  To view the photo gallery, please CLICK HERE.


13th ANNUAL CHARITY GOLF TOURNAMENT

Monday, September 14th at Ruby Hill Golf Club

The Summit Golf Tournament has a proud history of raising money for deserving causes. Over the past 12 years this event has raised over $235,000 for organizations that are making a difference in the East Bay and Tri-Valley community. We are pleased to announce that the proceeds from this year’s tournament will go to Surtec Adopt-A-Family.

Get Involved!


READERS CHOICE WINNER: BEST FINANCIAL PLANNER!

Thank you to the readers of the Danville Express for voting Summit Financial Group BEST FINANCIAL PLANNERS for a 6th straight year! View the full list of winners HERE


Upcoming Events:

Retirement Planning Today®: An Educational Course for Adults
Several times a year, Summit Financial Group LLC partners with local Adult Education Departments to offer Retirement Planning Today®, an educational course for adults. Retirement Planning Today® contains something for everyone.Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime. For more information and upcoming dates, please visit our EVENTS CALENDAR section.