Aligning Personal Values with Disciplined Financial Planning Solutions

Blue Summit Financial Group, Inc.

Brochure Established in 1994 and headquartered in San Diego, Blue Summit Financial Group is one of the nation's most trusted financial services firms specializing in sustainable and socially responsible investing.

At Blue Summit Financial Group you will find that our advisors work to combine your personal values and goals into a comprehensive financial plan of action, implementation, and ongoing review. Our goal is to give you financial peace of mind.

With a long-standing track record of helping individuals, businesses, non-profits, and foundations succeed with their financial futures, Blue Summit is your choice for developing a strategy that integrates financial planning with sustainable solutions.

Our heart-felt commitment to putting our clients' needs first drives our high-level, professional approach to financial services.

When you invest, your money works towards achieving two objectives. By aligning your investments with your values, your money can work to create a secure future for yourself and your family, while encouraging the development of a better future for our world.

At Blue Summit Financial Group we help you "Invest for a Better Tomorrow."



Our Mission

At Blue Summit Financial Group we provide peace of mind through disciplined financial planning and socially responsible investment management. Our clients experience a relationship with their advisor that is broader and deeper than with any other professional. Our clients enjoy clarity and confidence knowing they have a sound strategy and an experienced team working to ensure their life goals are being met while helping to create a better world.