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Welcome to Summit Advisory Services, LLC

Thank you for visiting our website.

Summit Advisory Services is a financial planning and investment consulting firm located in St. Louis. Our team of financial planning professionals provide practical solutions to meet the financial needs of individuals and businesses alike.

The cornerstone of our successful approach is a comprehensive, integrated analysis of a client's financial situation. Through this process, we identify areas on which to focus and develop a comprehensive strategy with complete, peace-of-mind solutions. We anticipate a long-term relationship with our clients, rather than a one-time transaction.

If we can be of service to you, please do not hesitate to contact us at (314) 480.1393, or info@summit-advisory.com.

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Topics of Interest

Family Wealth Transfer: We specialize in the process of creating, preserving and transfering family wealth.; Read More >

Succession Planning: What happens to your business if you die prematurely, become disabled or retire? Read More >

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment adivsory services, including fee based asset management accounts held through NFS, LLC, are offered through 1st Global Advisors, Inc. All other financial planning services are offered through Summit Advisory Services, LLC. Summit Advisory Services, LLC, a Registered Investment Advisor and 1st Global Capital Corp. are unaffiliated entities.