Summit Financial Partners
Fee-Only financial planner located in Richmond, VA, serving clients locally and across the country
Michael Sigmon is a Richmond, VA fee-only financial planner. Summit Financial Partners, Inc. provides comprehensive and objective financial planning and investment management to help hardworking individuals and their families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michael Sigmon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Mike Sigmon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with a decade of industry experience. He brings a wealth of knowledge to Summit Financial Partners and is passionate about providing exceptional, holistic financial planning services to our clients.
Having a long-time interest in finances, Mike completed his undergraduate studies at Liberty University School of Business in Lynchburg, Virginia, with a specialty in Finance.
Before joining Summit, Mike served in several different roles at PIEtech®, Inc., the creators of an industry-leading financial planning software. At PIEtech, he was responsible for assisting financial advisors to incorporate financial planning into their practice, coaching hundreds of financial advisors on the financial planning process.
His guidance allowed advisors to help their clients with things like retirement solutions, investment portfolios, meeting future goals, such as college savings plans, Social Security selection options, and managing ever-increasing health care expenses.
Throughout his career, Mike has spoken at numerous financial conferences across the country and has maintained long-term partnerships with national enterprises, resources he can tap into if needed in support of clients.
Mike grew up in an Air Force family as the oldest of 6 kids. He currently resides in New Kent, VA with his wife and four young daughters. Mike enjoys long-distance running. He can often be found running many of the trails around Richmond like the Buttermilk trail next to the James River. He has even completed a few Ultra-Marathons! Along with spending time with family and running, he enjoys being outdoors as much as possible doing everything from hiking the Appalachian Trail to fly fishing to working on various projects around the house. He is an active member of his church serving in many capacities.
Michael Sigmon 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.
Established in Richmond, Virginia, in 1999, Summit Financial Partners, Inc. is a Registered Investment Advisory firm specializing in asset and wealth management, servicing individual clients and corporations on a fee-only basis. We are among a select group of investment firms in the nation that has the privilege to invest with Dimensional Fund Advisors. Our services are tailor made to each client’s specific circumstances and are never a one size fits all approach.
Why we’re different from 95% of the nation's financial planners:
1) We are a Fee-Only Investment Advisory and Financial Planning Firm.
2) We are among the few planners privileged to invest with Dimensional Funds Advisors.
3) Our services are tailor made to each client.
4) We have taken the NAPFA fiduciary oath.
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
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Michael Sigmon 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.
Michael Sigmon 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.
Summit Financial Partners is an Approved Dimensional Funds Advisor
Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Michael Sigmon
5231 Hickory Park Drive
Glen Allen, VA 23059
9 Dunaway Dr
Richmond, VA 23238