As an independent firm, we have aligned ourselves with top-tier firms, including our affiliation with Summit Financial, one of the industry’s leading independent advisory firms.


Summit is one of the industry’s prominent independent advisory firms. Founded nearly four decades ago by a group of advisors, Summit has a proven legacy of success elevating advisor practices and client experiences. WealthPlan Advantage’s affiliation with Summit provides access to SummitVantage™, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless. This includes an in-house, institutional-caliber brain trust of tax, estate, insurance and financial planning experts that are now an extension of the WealthPlan Advantage team.

*Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all their investment advisory and financial planning business.


Schwab draws from over three decades of serving affluent households. More independent financial advisors work with and entrust more assets to Schwab than any other custodian. Schwab has 270+ family office advisors that collectively manage over $150 billion. Households worth $20M and above custody more than $260Bn with Schwab Advisor Services.


Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. For more information about Fidelity Investments, visit

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Wealthplan Advantage ("Wealthplan"). Fidelity is a service provider to Wealthplan. There is no form of legal partnership, agency affiliation, or similar relationship between Wealthplan and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC 1032743.2.0.


eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 106,000 financial professionals across firms of all sizes use the eMoney platform to serve 5.8 million households throughout the U.S.

eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.