the Firm

Company Bio

Summit Financial Advisors, Inc. is a boutique financial services firm, dedicated to helping it’s clients achieve peak performance in the pursuit of their financial goals and dreams.

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Meet Jim

Jim Franceus, CFP®, has over 40 years of experience as a financial service professional and advisor. His expertise includes investment management and portfolio design, retirement planning…

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Summit Financial Advisors, Inc.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Summit Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.
Licensed in CA, CO, MN, OK, OR, WA.