SUMMIT GROUP OF VIRGINIA

Our principal firm, Summit Group of Virginia, is an independent, financial consulting firm located in Virginia Beach, Virginia. We collectively serve more than 700 individual and corporate clients, with over $2.5 billion in assets under advisement... In 2022, we joined Alera Group, an independent, national financial services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services, and wealth solutions across the U.S. This was a strategic move for Summit Group of Virginia to facilitate our continued growth and to further enhance the services and expertise we deliver to our clients... Summit Group 401(k) Consulting, a nationally-recognized division of Summit Group of Virginia, provides independent, retirement plan advisory services to forward-thinking organizations of all sizes and industries.

Also known as: Summit Group of Virginia LLP

Primary location: Virginia Beach United States