Summit Financial Solutions is headquartered in Tempe, Arizona, with offices in Gilbert, Asheville, San Antonio, and Houston, but we service clients across the United States. We first established with the goal of helping clients address every aspect of their financial lives, and it has maintained a focus on delivering personal service since its inception. Our team collectively brings over 100 years of experience in financial planning.

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As independent fiduciaries affiliated with Cambridge Investment Research, we operate without ties to proprietary products or commission-based sales requirements. Founded by Managing Director Steve James, who has been affiliated with Cambridge since 2004, we emphasize long-term client relationships built on integrity, commitment, and personalized guidance. We are dedicated to supporting multigenerational wealth and helping clients pursue their financial objectives.