Welcome
Your decision is choosing a financial and investment manager plays a critical role in realizing your dreams and attaining your goals. Summit CPA Group provides individuals, families and small businesses comprehensive financial and investment management services designed to help you attain your financial goals. 
For over a quarter century, Rick Skinner has focused on the practice and financial management of physicians, dentists and other healthcare professionals.
Our Commitment to You
You are assured of our commitment to providing comprehensive financial planning that will enable you to attain your financial goals. Our objective is to help you accumulate wealth and protect your assets by utilizing appropriate investment and business planning strategies, and treating you with personal attention, great care and respect.
Fiduciary Relationship
A "fiduciary" is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interest of their client, beneficiary, or retirement plan participant.
As Your Fiduciary We Promise To
- Always put your interest first
- Be honest with you during good times and bad
- Advise you as if it were our own financial plan
- Always disclose pertinent information
- Keep current on new and innovative changes in all areas of financial planning
- Keep current on changes in the tax laws that affect your financial plan
- Refer you to other competent professionals when appropriate
- Avoid conflicts of interest
Summit CPA Group is an independent, fee-only financial and investment management firm. We are compensated exclusively by fees paid by you. We are not licensed to sell any products. So you can trust us to be objective when giving you advice.
Rick Skinner has earned the title of trusted advisor to the healthcare profession for over a quarter century, and is a member of the National Society of Certified Healthcare Business