Building Financial Confidence Since 1985
From our beginnings as Executive Financial Planning to our continued growth as Summit Wealth Group, our commitment has always been centered on personalized financial guidance, wealth preservation, and long-term client success.
Executive Financial Planning Founded
Randy Morris established Executive Financial Planning (EFP) with a mission to provide independent and customized financial planning solutions.
Summit Wealth Group Created
Following years of growth, Summit Wealth Group expanded the firm's vision and strengthened its planning-first philosophy.
International Presence
Headquartered in Colorado Springs with a growing international footprint including Malaysia and Singapore.
Leadership Team
