An independent wealth management firm operating in a partnership culture - facilitating growth and providing comprehensive solutions.


Are your financial plans on the right path? 

Having multiple financial goals and commitments can be overwhelming. As your professional Financial Advisors, the Jones-Summers Team is dedicated to developing and maintaining manageable, sustainable plans that balance your long-term financial goals with living day-to-day life to the fullest.


We are from and live here with our families in our community amongst our friends and clients. We believe in and are committed to investing back in our community that invests with us. We directly contribute financial support and provide countless hours volunteering in leadership roles with many local non-profits.


We aim to provide a higher standard for our clients and our colleagues by supporting true independence of thought and always putting the client at the center of everything we do.

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