Our Journey

1. Founded in San Francisco's Innovation Hub

   Since our inception amidst the vibrant business ecosystem of San Francisco, Summit Advisory Group has been rooted in innovation and forward-thinking strategies, constantly adapting to meet the challenges and opportunities of a dynamic market.

2. Evolution from Boutique Planner to Full-Service Advisory

   Our growth trajectory reflects our expanding expertise, transforming from a specialized boutique planning firm into a comprehensive advisory partner, delivering end-to-end business solutions tailored to diverse sectors.

3. A Client-First Philosophy

   At the heart of our success is an unwavering commitment to prioritize our clients’ needs, building lasting partnerships grounded in integrity, transparency, and measurable impact.

Mission & Core Values

Our mission is to empower organizations to thrive in dynamic markets by delivering strategic insights and tailored solutions. We embody the principles that guide every decision and action at Summit Advisory Group.

Integrity

We uphold the highest ethical standards, fostering trust through honesty and accountability in every partnership.

Insight

We deliver sharp, data-driven analysis that provides clear understanding and actionable strategies for our clients.

Impact

Our solutions are designed to create measurable and sustainable improvements for businesses and communities alike.

Innovation

We embrace creativity and evolving technologies to pioneer new approaches and competitive advantages.

Leadership Team

Jane Doe

Co-Founder & Managing Partner

With over 20 years in strategy consulting, Jane leads the firm with a passion for innovation and client success. Her credentials include an MBA from Stanford and diverse global experience.

LinkedIn profile of Jane Doe

Robert Smith

Principal Consultant

Robert specializes in digital transformation strategies, helping clients leverage technology for operational excellence. Holds certifications in Agile and Six Sigma.

LinkedIn profile of Robert Smith

Anna Martinez

Director of Market Analysis

Anna leads our market intelligence team, driving insights that fuel strategic decisions. She holds a Master’s degree in Economics and a robust portfolio of client successes.

LinkedIn profile of Anna Martinez

David Nguyen

Head of Risk Management

David brings extensive expertise in mitigating business risks and ensuring compliance. Known for his analytical approach and commitment to client protection.

LinkedIn profile of David Nguyen

Milestones