Get in Touch

Schedule your complimentary consultation today and discover how we can help you achieve your financial goals

Schedule a Consultation

Fill out the form below and one of our experienced financial advisors will contact you within one business day to schedule your complimentary consultation.

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Contact Information

We're here to help. Reach out to us through any of the methods below.

Main Office

123 Financial Plaza, Suite 500
Nashville, TN 37040

Phone

Main: (615) 555-0100
Toll-Free: (800) 555-0123

Office Hours

Monday - Friday: 8:00 AM - 5:00 PM CST
Saturday: By Appointment
Sunday: Closed

Current Clients

Access your account information and documents through our secure client portal.

Login to Client Portal

Visit Our Office

Conveniently located in downtown Clarksville with ample parking

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123 Financial Plaza, Suite 500, Clarksville, TN 37040

Parking

Free covered parking available in attached garage with elevator access.

Accessibility

Our office is fully ADA compliant with wheelchair accessible entrances.

Transit

Accessible via CTS Routes 3 and 7. Stop located one block from our building.

Frequently Asked Questions

Quick answers to common questions about working with Summit Financial Group

What should I bring to my first consultation?

We recommend bringing recent statements for investment accounts, retirement plans, and any existing insurance policies. However, our initial consultation is primarily about getting to know you and your goals, so don't let paperwork delay scheduling your appointment.

Is there a minimum account size to work with your firm?

While we typically work with clients who have at least $250,000 in investable assets, we evaluate each situation individually. Contact us to discuss your specific circumstances.

How does your fee structure work?

We are a fee-only advisory firm, which means we charge based on a percentage of assets under management or a flat fee for planning services. We never receive commissions from product sales, ensuring our advice is always in your best interest. Specific fee schedules will be discussed during your consultation.

What makes Summit Financial Group different from other advisors?

We are a fiduciary firm, legally bound to act in your best interest at all times. Our team-based approach ensures you benefit from diverse expertise, while maintaining a personal relationship with your primary advisor. We focus on comprehensive financial planning, not just investment management.