About Strathmore Capital Advisors
Summit Financial Partners, located in Glen Allen, Virginia, is a trusted provider of personalized wealth management, investment management, and retirement planning services. With over 20 years of experience, the firm has successfully assisted individuals and families in achieving their financial goals. The dedicated team of fiduciary advisors is known for offering transparent and straightforward fee-only services. Reviewers praise the firm for its professionalism, knowledge, and personable approach. Clients feel secure and value the quick responses to their questions and needs. They are willing to over explain when needed and provide a portfolio to suit your personal needs. The ability to invest in Dimensional Funds provides a buffer against stock market fluctuations. Many long-term clients highlight the great people to work with, making Summit Financial Partners a highly recommended choice for anyone seeking reliable financial guidance.
I can’t say enough about the outstanding tax service I received from Strathmore and David Bardin. The communication alone was on a level I’ve never experienced before — clear, proactive, and consistently reassuring. The turnaround time was phenomenal, and the quality of the work was exceptional. After reviewing my past returns, David even identified additional deductions from the last three years that had been missed.
This was truly above‑and‑beyond service, and I’m incredibly grateful. I am so happy to be involved with Strathmore Capital Advisors.
Professional, personal and proficient. Summit has seen us through twenty years of planning including an international move, tax law changes, college funding, retirement, and all of life’s financial challenges. We are in great shape for whatever the future holds because of their diligence and suggestions.
Spent a number of years with a large corporate financial group and the results were OK, but the service was terrible. We went through a number of advisers, none of which we chose, and never had any relationship with anyone.In searching for a fee-only, fiduciary we met with several individuals. We found Jennifer to be the one most aligned with our values, goals, and our view that our association was a partnership based on communication and respect.Jennifer and Mike are professional, knowledgeable, and personable. They are a true pleasure to work with.