Advisors Who Put You First

An independent, fee-only wealth management firm built on trust, expertise, and a genuine commitment to your financial well-being.

Our Story

Why We Started Summit

Daniel Morales, CFP, spent a decade at a large brokerage firm watching clients receive advice shaped by commission incentives rather than their best interests. In 2012, he left to build something different — a firm where the only thing for sale is sound advice.

Summit Wealth Advisors opened with three clients and a simple promise: fee-only, fiduciary, always. Fourteen years later, that promise hasn't changed. We've just gotten better at keeping it.

Financial advisor in a professional office setting
Daniel Morales, CFP®, CFA

Daniel Morales, CFP®, CFA

Founder & Lead Advisor

Training & Certifications

  • Certified Financial Planner (CFP®)
  • Chartered Financial Analyst (CFA)
  • NAPFA Member — Fee-Only Advisor

The best financial plan is one you understand completely and trust enough to follow through decades of market cycles.

Ready to Plan Your Financial Future?

Schedule a complimentary discovery meeting to see if Summit is the right fit for your family.

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