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Summit Ridge Advisory Group Unlocking Your
Financial Potential

More Time For More Life

At Summit Ridge Advisory Group, we believe that developing an advisor-client relationship is essential in creating successful outcomes for individuals and families alike. With so much information available we have found that our clients are most concerned with the information that directly applies to them. By working with us they have more time to spend in the areas that they enjoy most.

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How We Help Independent FinancialExpertise At Your Fingertips

How We Help Independent Financial
Expertise At Your Fingertips

Personal, family, and legacy strategy under one roof.

We are an independent firm that serves as a fiduciary to our advisory clients.   This means that the most important starting position is to learn about you.  You are unique.  If you were going to build a house would you start by choosing the countertops or working with an architect to develop a plan?

Our Services Coordinated Capabilities, One Roof.

A focused set of services for every part of your financial life — built around the questions that matter most to you.

01-Featured Financial Education:

Attend one of our workshops so you can feel confident about financial strategies and terminology in all of the major categories that are important for your financial life before you set meetings with professionals.

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02 Fee Based Financial Planning:

By taking a holistic, fee-based approach, we integrate all aspects of your financial well-being into a cohesive plan to develop a comprehensive, coordinated and integrated strategy that maximizes your potential, mitigates risks, and uncovers opportunities.

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03 Insurance:

If growth of your assets is the "offense" of your financial plan, the well tailored insurance is part of the "defense". Both have equal importance. We assess your unique risks and design a comprehensive protection plan tailored to your needs, offering expertise in life insurance, disability coverage, and more, ensuring that you and your family have a safety net that has the capability to develop as you grow and age.

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04 Investments:

Understanding your risk tolerance, financial objectives, and time horizon, we develop a personalized investment plan tailored to climbing the accumulation mountain and preparing for the distribution descent.

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Why Summit Ridge Independent. Coordinated.
Built To Last.

Continuously tuning a financial plan by open communication and coordination helps the advisor and client experience clarity and maintain confidence.

30+

Years Of
Experience

1000's

Families
Served

14

Offices
Nationwide

About Us Focused On Fostering Long-Lasting Relationships

About Us Focused On Fostering Long-Lasting Relationships

Summit Ridge Advisory Group, is a trusted financial advisory firm dedicated to empowering families across the country through informed financial decision-making. Our belief in financial education as a cornerstone of successful decision-making drives our approach to collaboratively develop, manage, and maintain ever developing financial plans. We aim to reduce costs, counter wealth-eroding factors, enhance retirement income, and preserve assets for legacy, all while ensuring an enjoyable retirement.

Our Process A Clear Path, Start To Finish.

From the first conversation to ongoing reviews, our process keeps your plan in motion as life changes.

01

Discover

A discovery call to learn what you're working toward, what you're worried about, and what would feel like progress.

02

Design

A written plan that connects every part of your financial life — with clear trade-offs and a real path forward.

03

Deliver

Quarterly reviews keep your plan current as life, markets, and goals shift over the years ahead.

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure." 

News & Research Providing Knowledge As A Tool 

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help from retiring early to funding a college education to fueling your passion for philanthropy.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

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Inflation & Retirement

Inflation & Retirement

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The Power of Compound Interest

The Power of Compound Interest

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Get Started Let's Start The Conversation.

A short call goes a long way. We'll listen to what you're planning for and share where we might help bring clarity.

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