We are independent, fee-only, certified financial planners located in Jacksonville beach, Florida. As independent, fee-only financial planners, we have a fiduciary responsibility to always put our client's interests ahead of our own. What does that mean? It means we will never try to sell you any products and we do not take commissions.
Instead, our
TeeJay Smith —
Steve and Adam were just too cool as a Team. Both listened to me throughout our conversation and at the end of the conversation
At Summit, our commitment to exceptional service started the day we were founded, and it remains at the center of all we do. We are proud of the lifelong relationships we maintain with our clients. Whether it's a strategic discussion that puts a savings plan into motion, the ongoing management of your hard-earned money, or the management of distributions