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Hear from Randy Morris, CFP®, of Summit Wealth Group on taking the next step in their journey. We’re proud to support their evolution and power their growth.

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More insights.

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The real cost of going RIA—and why many choose independence.

Building a business that truly reflects your vision.

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Finding your best path to independence—RIA, hybrid, or aggregator?

Select the business model that fits your goals.

Independent Advisor Solutions by SEI is a strategic business unit of SEI Investments Company (SEI).

These are the views of Randy Morris, CFP®, of Summit Wealth Group. Summit Wealth Group became a client of SEI on May 7, 2025. His views, opinions, and experiences working with SEI are his alone and may not reflect the experiences other advisors have working with SEI.