Danville Financial Advisors

Folks like you trust us to guide them through life’s financial transitions.

Transitions like retirement, career changes, marriage, divorce, loss of a loved one, and anything else in your financial ecosystem that keeps you up at night wondering.

Get to Know Us BelowSchedule a Free Consultation

Fee-based Financial Planning & Wealth Management

We create custom financial plans to give you peace of mind and empower you to live the life you want to live.

Put simply, we help our clients make better financial decisions.

Our Specific Expertise

Retirement Planning

Investment Management

Multi-Generational Wealth Transfers & Estate Planning

Tax Planning

Charitable Giving Guidance

More on What We Do

Why Summit Wealth?

Choosing a financial advisor is all about finding a good fit for you.

Explore why our current clients feel we're a good fit below.

We're local. Really local.

We're not Wall Street or Main Street.
We're Hartz Ave.

Well technically we're on Oak Ct, but the fact is, we've been providing financial guidance to Danville and the surrounding communities for over 30 years. Our clients find comfort in knowing we'll be here in 30 more when their children and grandchildren have the same questions they do.

Our Story. Our Team.

As a fee-based firm,

Our clients' best interests come first. Always.

Simply put, we act as a fiduciary - legally & ethically bound to serve your interests, even before our own. This gives our clients confidence that the advice we give is because it's legitimately in their best interest, not because a particular product or strategy offers our firm a better commission.

What Exactly is a Certified Financial Planner®?

Your Financial Roadmap

We speak plain English, not industry mumbo jumbo.

While we have 4 Certified Financial Planners (CFP), a chartered Financial Analyst (CFA), Certified Divorce Financial Analyst (CDFA) and an MBA on staff, you're not going to get a bunch of complicated industry jargon (unless that's your thing). What you will get is a custom blueprint for your specific financial situation, explained in a way that makes sense.

What to Expect Working With Us

Family Focused

We specialize in working with women and families.

We've worked with hundreds of Danville women and families in the midst of a financial change - retirement, career changes, loss of a spouse or loved one, marriage & divorce, and more. We understand the unique needs, opportunities and challenges that can represent.

No sales pitch. Ever.

We encourage you to interview us to see if we’re a good fit.  We’ll give you some insight into our expertise and how we might help you, but that’s it.  If you decide, for whatever reason, that we’re not a good fit, we’ll never bother you.  That means no ongoing sales calls and no “but wait there’s more” emails.  We get how annoying that is.

What to Expect

Get to Know Our Process

Exactly What I was Looking For

Let’s Have a Conversation

Case Studies

A Few Types of Clients We Help Most Often

Meet Mitch & Debbie

Their goal is for both of them to retire in the next 5-10 years

They have a lot of decisions to make between now and then and felt they could use an experienced, outside perspective.
Meet Nancy

She’s in the middle of going through a major life transition

She needs help gaining a thorough understanding of her financial picture — something her husband had historically managed.
Meet Marco

He’s an Entrepreneur and Successful Local Business Owner

He a successful marriage and family therapist here in town.  He’s a great therapist, making a good income, but managing the business finances isn’t his forte
Meet Cody & Tracy

Kids, House, Life – Their Finances Have Gotten More Complex

Their income is high enough that they should feel financially secure.  They don’t feel secure.  As their family has grown, so have their expenses and the complexities of their finances.

The Summit Wealth Blog

Our Most Recent Articles

Retirement Planning
April 4, 2019

Real Retirement Advice vs. Investment Advice

Financial Planning
September 7, 2018

Tariffs, Interest Rates & Your Retirement Account

Rollercoaster representing how scary it is to meet with a financial advisorFinancial Planning
September 7, 2018

Why Meeting with a Financial Advisor is Scary