Fee-Only Fiduciary Advisors · Greater Phoenix
As fee-only fiduciaries, we earn nothing from product commissions -- our only job is to put your goals first and build a long-term plan that grows with you.
What we do
From retirement and investments to taxes, estate and education -- we coordinate your complete financial picture so nothing falls through the cracks.
Personalized roadmaps to help you retire on your timeline -- with income you cannot outlive.
Disciplined, low-cost portfolios built around your risk tolerance, timeline and tax situation.
Year-round planning to minimize your tax burden and keep more of what you earn and grow.
Coordinate wills, trusts, beneficiaries and wealth transfer so your legacy goes where you intend.
529 plans and savings strategies that fund education without derailing your own retirement.
Objective analysis of life, disability and long-term-care coverage -- no commissions, ever.
The difference
Most advisors earn commissions when they recommend products. We do not. As fee-only fiduciaries, our compensation never conflicts with your outcomes -- we succeed only when you do.
How it works
We listen to your goals, timeline and concerns -- no pitch, no obligation.
You receive a written, fee-transparent plan before any investment is made.
We manage and monitor your portfolio and revisit your plan as life changes.
Reviews
"Summit gave us a clear retirement income plan and cut our tax bill by thousands. We finally feel in control."
"Fee-only really matters. No one is trying to sell us something -- just honest advice every step of the way."
"They handled our estate plan alongside our investments. Everything is coordinated and we know exactly where we stand."
Schedule a free, no-obligation consultation and leave with clarity -- not a sales pitch.