Summit Wealth Group: A wealth management firm that helps clients reach their financial and personal goals

In 1985, Randy Morris, CEO, founded Executive Financial Planning, Inc. (EFP) with a clear vision: to offer independent, personalized financial planning tailored to each client’s unique needs. Over the following 17 years, EFP evolved into one of the nation's largest independent financial advisory firms. In 2002, the company took its mission further by launching Summit Wealth Group. Today, Summit is headquartered in Colorado Springs, Colorado, and

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