Summit Wealth Management is a Birmingham-based firm that provides high-quality, research-based investment advice to clients. They believe in putting their clients' needs, values, and priorities first, and strive to make financial planning understandable and empowering. As a fee-only firm, they provide comprehensive advice as a fiduciary, ensuring that their clients' needs are always the top priority. Abeona, the goddess of the outward journey in Roman mythology, serves as the inspiration for Summit Wealth Management. They aim to walk alongside their clients in their financial journey, regardless of where they begin. Their team is dedicated to helping single women, couples nearing or in retirement, and young professional families make sense of complex financial decisions and determine the best path forward using analysis, not opinion. With a focus on financial empowerment, Summit Wealth Management provides comprehensive wealth management, financial coaching, and building wealth to help their clients succeed at every step.Generated from the website

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