Our Culture

Summit Financial Strategies

The Power of Choice

At Summit Financial Strategies, we believe that opportunities shouldn’t be limited by your location or how much money is in your bank account.

This belief has guided us from the beginning. Our entire business has been structured to ensure opportunities are in reach for all our clients. We innovate to provide our clients with multiple unique solutions to help them achieve their goals, regardless of circumstances.

There is no single path to success. Our clients are individuals, and they’ve chosen to strike out on their own path to greatness. We give our clients the power of choice: to choose the solution that matches their ambitions and will lead them to opportunities for growth.

“Summit Financial Strategies has been my greatest advocate in running my business. They have always been there for me, providing me with professional resources and guidance in addition to funding. Even when I feared my business wouldn’t survive economic hardship, they were a pillar of support. They gave me the strength and flexibility to endure and, with time, thrive. Summit Financial Strategies has given me more than financial solutions—they’ve given me opportunities.”

– Rochelle Johnson,
Small Business Owner

We work hard to differentiate ourselves from other financial institutions by giving you a personalized, high-quality experience. Our clients don’t return just because of our tailor-made solutions; they return because they can tell we care about our clients. We create long-lasting relationships by taking the time to get to know you and understand the values at the heart of your business.