Summit Financial Advisors, LLC

Summit Financial Advisors, LLC is a Fee-Only financial planning and Pennsylvania-Registered Investment Advisory firm with offices in Newtown, Doylestown and Center City Philadelphia. The firm provides financial planning and investment advice to individuals, families, and small business owners who are concerned about their financial future. Our services are unique in that we offer them on a Retainer, Project or Hourly basis. We do not charge Assets Under Management fees.

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Advisors at this Office

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This Office

196 W Ashland St Fl 1 Doylestown, PA 18901-4040 Phone: (215) 579-1005 Fax: (215) 579-1002

Primary Office

12 Penns Trl Ste 351 Newtown, PA 18940-1892 Phone: (215) 579-1005 Fax: (215) 579-1002

Other Offices

1500 Market Street 12th Floor, East Tower Philadelphia, PA 19102 Phone: (215) 579-1005 Fax: (215) 579-1002
196 W Ashland St Fl 1 Doylestown, PA 18901-4040 Phone: (215) 579-1005 Fax: (215) 579-1002