Eric Walters


Summit Hill Wealth Management

Managing Director

Eric Walters


Summit Hill Wealth Management

Managing Director

As a fee-only financial planner to successful business owners, executives and retirees, my focus is to offer unbiased financial advice to help you achieve your life goals. - Eric Walters, CFA®, CFP®

Fee-Only financial planner located in Greenwood Village, CO, serving clients locally and across the country

Eric Walters is a Greenwood Village, CO fee-only financial planner. Summit Hill Wealth Management provides comprehensive wealth planning and sophisticated investment management to help business owners, executives, and near-retirees in the Denver area and across the country organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Eric Walters is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Eric Walters is the Managing Partner and co-Founder of Summit Hill Wealth Management and loves his work.  He’s helped affluent clients protect and grow their wealth through financial planning and investment management since 2006.  Prior to founding Summit Hill Wealth Management Eric was a Senior Director and Team Leader at BNY Mellon Wealth Management and helped lead their Rocky Mountain region.

Eric Walters and Summit Hill Wealth Management are frequently quoted by some of the most reputable financial news outlets in the country.  Read more here.

Eric graduated Magna Cum Laude from Columbia University and has multiple professional designations and affiliations

Eric Walters is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Summit Hill Wealth Management is the premier fee-only financial advisory firm for Business Leaders in the Rocky Mountain Region.

Our purpose is to help business owners and executives transform their equity ownership into a personal balance sheet that gives them the lifestyle they want. We believe that wealth is most meaningful when it aligns with one’s values and is used to care for family, loved ones, and to make a positive impact in the world.  Our unique SecureWealth Process helps clients:

  • Create a plan for their complex wealth
  • Enjoy their lifestyle without fear
  • Prepare their loved ones to steward wealth
  • Create a personal legacy

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Exit Planning for Business Owners
  • Executive Compensation

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners
  • Executives
  • Entrepreneurs

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Eric Walters is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Eric Walters is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Eric Walters is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • CFA - Chartered Financial Analyst

    Eric Walters is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • CFA Institute

    Eric Walters is a Member of the CFA Institute

    The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

Contact Eric Walters

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Office Locations:

  • 5445 DTC Parkway
    Greenwood Village, CO 80111

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