Ray Van Fossen

Summit Financial Partners is a woman-owned, independent-advisory firm based in Glen Allen, VA, serving the Greater Richmond region since 1999. Specializing in fee-only investment advisory and financial planning, they prioritize personalized service and clarity in developing tailored financial plans for clients. With a focus on building diversified investment portfolios, guiding through life transitions, and utilizing impactful Dimensional Funds, Summit Financial Partners acts as fee-only fiduciaries, always putting the best interests of their clients first. Their team of dedicated financial planners offers transparent, straightforward wealth management services to help clients achieve their financial goals.Generated from the website