67
32
Growth Score
-19 pts
Heat Score
-11 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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330994
Summit Wealth Group is a wealth management firm that offers consulting services in investing and planning to reach success.
- Chelsea Ganey: Chief Investment OfficerPast Role: Moran Wealth Management, Chief Strategy Officer
- Seamus O’Brien: Head of Advisor SuccessPast Role: SEI, Business Development Director – RIA Experience
About the Company
Summit Wealth Group is a wealth management firm that offers consulting services in investing and planning to reach success.
Summit Wealth Group’s inception dates back to 1985 when CEO, Randy Morris, founded Executive Financial Planning, Inc. (EFP) with a desire to provide independent, customized advice to clients with a financial planning
emphasis.
Over the course of the next 17 years, EFP grew to become one of the largest independent financial advisory firms in the nation. The formation of Summit Wealth Group in the fall of 2002 was a deepening of that initial vision.
