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Our firm’s story is built upon the quest of two well-seasoned advisors who looked for a better way to serve their clients. They wanted to be free from corporate influences, have the ability to always put the needs of their clients first, and be able to provide comprehensive financial planning defined by client objectives. The result is Summit Wealth Advisors.

Under the leadership of Brian Smith and Douglas Vanderstelt, each member of the team brings an area of expertise tempered by years of industry experience. Sharing a diversity of knowledge and skill, each member shares a common dedication to provide the highest level of service for every client of the firm.

 

"Reviewing your goals, assessing current savings and calculating future expenses
will help direct us to the portfolio allocation that will serve you best."

BRIAN SMITH