Summit Wealth Group of Yazoo City
BizScore
Contact Information
-
Address
271 Trace Colony Park Dr Suite B, Yazoo City, MS -
Phone
(601) 856-7975 -
Website
summitwealthgroup.com
Location
About Summit Wealth Group of Yazoo City
Summit Wealth Group of Yazoo City is a Financial Planner in Yazoo City, MS. The firm offers customized financial planning and wealth management services that include retirement planning, investment management, tax planning, estate planning, business advisory, college planning, risk management, and cash‑flow analysis. Certified Financial Planner™ practitioners work with individuals, families, business owners and military retirees to create personalized strategies for building and preserving wealth. Summit’s advisors have been recognized by Forbes Magazine as “Best‑in‑State Wealth Advisors” in 2025, and the business holds a 5.00 rating from client reviews.
Founded in 1985 by CEO Randy Morris as Executive Financial Planning, Inc., the company grew into one of the nation’s largest independent advisory firms before the Summit Wealth Group brand was launched in 2002. Today the firm is headquartered in Colorado Springs, Colorado, and operates eleven branch offices across five states. Summit emphasizes a planning‑first approach, stating its purpose is to help clients navigate a more secure future through carefully constructed, accountability‑based plans. The firm’s mission is to serve as a trusted financial team, guided by core values that prioritize an exceptional client experience and teamwork‑driven growth. Its leadership team includes multiple CFP® professionals, a CPA, and a chief investment officer, providing clients access to a broad range of expertise.
Clients value the depth of the firm’s resources, noting the integration of financial planning, investment, tax, and estate services, as well as access to CPAs and attorneys that create a comprehensive “one‑stop shop.” Summit’s focus on personalized, data‑driven guidance helps clients feel prepared and confident in their wealth‑building journey.
With a strong reputation for personalized planning and recognized expertise, Summit Wealth Group stands as a reliable financial planning resource for residents of Yazoo City and the surrounding area.