Founded in 1996, Summit Group of Virginia is an independent, financial consulting firm located in Virginia Beach, Virginia.
We are the trusted financial partner for forward-thinking individuals and organizations across the U.S., with over $2.5 billion in assets under our advisement (as of December 31, 2022).
Our multifaceted backgrounds and experiences provide our clients with access to a unique team of professionals able to deliver a wide-array of financial services and products.
We are proud to operate as true advocates for our clients and work to help simplify the complex financial decisions they are frequently faced with.
Our firm’s style and structure allows us to maintain close, trusted relationships with our clients while providing services on a national scale. Our clients span from coast-to-coast and our partners are frequently asked to speak and advise on industry panels across the country. All of this with one goal in mind – to create better outcomes for our clients.
In 2022, we joined Alera Group, an independent, national financial services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services, and wealth solutions across the U.S. This was a strategic move for Summit Group of Virginia to facilitate our continued growth, and to further enhance the services and expertise we deliver to our clients.
Independent & unbiased fiduciary
Located in Virginia Beach
Over $2.5 billion in assets under advisement (as of 12/31/2022)
Our aim is to serve our clients with their best interests at heart. If you think we might be able to help you, reach out to start a conversation.Contact Us Now
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