Summit Financial Advisors, LLC

Summit Financial Advisors, LLC is a Fee-Only Pennsylvania-Registered Investment Advisory firm. We provide financial planning and investment advice to individuals, families, and small business owners who are concerned about their financial future. Our firm is unique in that we do not manage investments and do not charge asset under management fees. We provide Financial Planning and Investment Consulting services on a fixed fee basis.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

196 West Ashland Street Doylestown, PA 18901-4040 Phone: (215) 579-1005 Fax: (215) 579-1002

Primary Office

196 West Ashland Street Doylestown, PA 18901-4040 Phone: (215) 579-1005 Fax: (215) 579-1002