Summit Group of Virginia, an Alera Group Company

Summit Group of Virginia, an Alera Group Company, is not your typical one size, fits all financial advisory firm. Weve built our business on the idea of thinking differently... on breaking the status-quo and believing there is always room for innovation and improvement. Through independent advice, diverse expertise, and our drive to help create better outcomes for our clients, we deliver modern solutions to help simplify some of lifes complex challenges. Our multifaceted backgrounds and experiences provide our clients with access to a unique team of professionals able to deliver a wide-array of financial services and products such as individual financial consulting, wealth management, corporate 401(k) consulting, group insurance benefits, and executive benefit design, all under one roof. Our firms style and structure allow us to maintain close, trusting relationships with our clients while providing services and expertise on a national scale. Our clients span from coast-to-coast a...