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 operates across five states with ten branch offices.
Purpose with Passion
At Summit Wealth Group, the mission is simple yet powerful—to guide clients toward a more secure and fulfilling future. The firm’s planning philosophy is rooted in the belief that a well-structured plan, backed by accountability, helps clients pursue their dreams with confidence. With financial worries off their shoulders, clients are free to focus on what matters most to them.
Guided by Core Values
Summit’s success is grounded in a set of guiding principles: delivering exceptional client experiences, fostering collaboration and growth, embracing ownership and accountability, and nurturing intentional relationships. These values influence every decision and interaction, shaping the way the firm serves its clients.
More Than a Firm—A Calling
For the team at Summit Wealth Group, this work is more than a profession—it’s a purpose. Every team member is dedicated to helping clients live the life they envision. From the first meeting to ongoing financial management, the firm’s commitment to excellence shines through in every step of the journey.
Relationships that Go Beyond Business
Summit Wealth Group builds lasting relationships based on trust, empathy, and integrity. Many of these connections grow into genuine friendships, with team members and clients sharing meaningful moments, from playing a round of golf to serving on community boards. Regular client events help strengthen these bonds and foster a vibrant sense of community.
The Power of Comprehensive Planning
True fulfillment begins with clarity and direction. Summit’s approach to comprehensive financial planning helps clients define their goals, anticipate challenges, and craft a personalized roadmap to success. It’s about more than numbers—it’s about aligning financial strategies with life’s ambitions.
Why Comprehensive Planning Matters
A thoughtful, all-encompassing financial plan creates purpose, highlights potential risks, and equips clients to make smart, informed decisions. With the guidance of a certified financial planner (CFP), clients can move forward confidently, knowing they have a trusted partner on their journey to financial freedom.
Randy Morris, Chief Executive Officer
RandyMorris’s early career helped prepare him as a financial planning pioneer. After graduating from the University of Colorado in 1982 with a degree in business and organizational management, he worked for two years as Vice President of Executive Economic Services, Inc., in Denver, Colorado.
In 1985, Randy founded Executive Financial Planning, Inc. (EFP), one of Mississippi’s first financial planning firms. During his tenure as founder and CEO, EFP became one of the nation’s largest financial planning firms.
In 2002, he created Summit Wealth Group (SWG) out of a desire to provide additional wealth management services for clients. Randy serves as the firm’s CEO. SWG currently works with clients in 46 states with client assets under advisement of $2.007 billion as of April 2024.
Peers in the financial industry have recognized Randy’s skills and accomplishments by electing him as a past President of the Mississippi Chapter of the Financial Planning Association (FPA). Randy is a Chartered Financial Consultant (ChFC-198) and a CERTIFIED FINANCIAL PLANNER™ Practitioner (1987). He is also a Registered Representative, an Investment Adviser Representative, and a Registered Securities Principal with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). Additionally, he has assisted the CFP® Board of Examiners as an exam reviewer.
Randy has served on numerous boards, including Barge Timberlands International, Camp Lake Forest Ranch, Southeast Regional Committee for Young Life, Military Community Youth Ministries (MCYM), and the World Vision Leadership Council. Randy lives with his wife, Nancy, in Scottsdale, Arizona, where they attend Scottsdale Bible Church. They have six children: Joy, Jesse, Hannah, Scott, Randy, and Ryan, as well as 12 grandchildren.
“We help our clients navigate through the critical financial decisions they might face throughout life with confidence.”
