THE SUMMIT FINANCIAL STRATEGIES

The Summit Financial Strategies philosophy is simple: We get to know you. We want to know what makes you tick-your big dreams, small hopes, and thorn-in-your-side obstacles. Financial expertise only makes sense if it speaks directly to you and your unique life circumstances... From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what's important to you, your spouse, your family, your business - and how you see your needs changing over time. Learn how The Summit Financial Strategies can work with you to help your financial needs... At The Summit Financial Strategies, we want our clients to be financially savvy. Browse our library to start your path to financial education.

Primary location: Beaverton United States