Who we are

In 1985, CEO Randy Morris founded Executive Financial Planning, Inc. (EFP) with a desire to provide independent, customized advice to clients with a financial planning emphasis. Over 17 years, EFP grew to become one of the largest independent financial advisory firms in the nation. In 2002, Summit Wealth Group was created to expand EFP’s vision. Today, Summit Wealth Group is headquartered in Colorado Springs, Colorado, and has locations in five different states with ten total branch offices. Summit Wealth Group specializes in taking a planning-first approach in its relationships with clients.