Who We Are
Founded in 1996, Summit Group of Virginia LLP is an independent, financial consulting firm located in Virginia Beach, Virginia. We currently serve over 500 individuals and more than 100 corporate clients, which includes advising on over $750 million in client assets.
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 allow us to maintain close, trusting 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 this with one goal in mind – helping create better outcomes for our clients.
Client Service & Operations