Summit Wealth Group

Summit Wealth Group is a Financial Planner in Ridgeland, MS, located at 271 Trace Colony Park Dr Suite B. The firm provides customized financial planning and investment management services to individuals and business owners. Their approach emphasizes a planning-first philosophy, offering guidance on retirement planning, tax planning, wealth management, college planning, risk management, and cash flow analysis. The practice serves clients with a focus on creating accountability-based implementation of financial plans. It holds a rating of 5.00 based on 15 reviews.

The firm operates as a branch of Summit Wealth Group, which was created in 2002 to expand the vision of Executive Financial Planning, Inc., founded by CEO Randy Morris in 1985. The company specializes in a planning-first approach to client relationships. Advisors at the firm include CFP® practitioners such as Randy Morris, Ross Haycock, Kurt Whitesell, Lacey Jordan, and Scott Marks. The team also includes professionals with credentials including ChFC®, AIF®, CRPC®, and CFA®, supported by a Director of Finance who is a CPA. The firm offers services that extend to estate planning and business advisory services, including retirement plan consulting.

Summit Wealth Group has earned recognition from Forbes Magazine, with several advisors named to the 2025 Best-in-State Wealth Advisors list. The award was based on data gathered from June 2023 to June 2024 and selected from nearly 45,000 advisors. The firm provides a Client Investor Portal for account access and maintains office hours from 8:00 AM to 5:00 PM Monday through Thursday, and 8:00 AM to 3:00 PM on Friday.

The business maintains a solid reputation among the customers it has served, reflected in its perfect 5.00 rating from 15 reviews. Clients have noted the firm’s depth in planning knowledge, investment management, tax planning, and estate planning, as well as access to CPAs and attorneys. The advisory team is recognized for serving clients with a personalized approach, including those navigating military retirement.

Summit Wealth Group brings nationally-recognized financial planning expertise to Ridgeland, helping local residents and business owners build confidence and security through customized strategies.

Summit Wealth Group achieves a Content score of 84 out of 100, which means the website carries substantial and relevant content that search engines reward with better visibility. The firm also holds a Content Quality score of 75 out of 100, ensuring the site answers customer questions clearly so AI assistants can quote the information directly. Additionally, the business ranks number 3 of 7 Financial Planner businesses that BizScoreAI has scored in Ridgeland.