Released on: September 7, 2008, 11:53 pm

Press Release Author: Rafael Velez

Industry: Financial

Press Release Summary: Successful families demand coordinated financial strategies
where investments, insurance, real estate and business assets are working in
concert. The mission of Summit Financial Advisors is to be the single resource for
comprehensive wealth management for individuals and business owners with retirement
planning as the centerpiece.

Press Release Body: San Mateo, CA, September 2, 2008: Summit Financial Advisors, LLC
has been selected by Goldline Research as one of The Most Dependable™ Wealth
Managers of Northern California for 2008. The list of the Most Dependable™ Wealth
Managers of Northern California was published in the August 11th issue of Forbes
Magazine.

Successful families demand coordinated financial strategies where investments,
insurance, real estate and business assets are working in concert. The mission of
Summit Financial Advisors is to be the single resource for comprehensive wealth
management for individuals and business owners with retirement planning as the
centerpiece.

“We focus on our role as an independent adviser to help clients grow and preserve
their family’s assets. As a fiduciary, we are obligated to work for the sole
benefit of our clients,” said Summit Financial Advisors Managing Director, Rafael O.
Velez III.

Summit Financial Advisors serves more than 400 families with more than $500,000 in
investable assets living in the San Francisco Bay Area including San Mateo, Santa
Clara, San Jose, San Francisco, Contra Costa, Alameda, Marin and Sonoma counties.
In the last five years, assets under management have grown from approximately $100
million to assets of over $500 million today. The firm has achieved this remarkable
growth almost exclusively from client and professional introductions.

Summit Financial Advisors distinguished itself during the evaluation of the industry
where over 232 Wealth Managers were evaluated during the selection process. The
firm was able to differentiate itself in a candidate pool with an average client to
advisor ratio of one advisor for every fifty clients, median assets under management
of $115 Million and an average of 22 years of experience.

In addition to client interviews, the criteria for selection included:

• Investment, Tax and Estate Advisory Services Offered
• Client Retention Rate of 97.5% or Higher
• Advanced Certifications Held
• 45:1 Client to Staff Ratio or Better
• Signed Fiduciary Oath
• No Outstanding Lawsuits or Grievances

Summit Financial Advisors, LLC (www.summit-advisors.com) is a SEC Registered
Investment Adviser providing private account and wealth management services to
clients in Northern California and across the country. Founded in 1998, the firm
combines a total wealth management approach to financial planning strategies with a
disciplined asset management program. Customized financial planning strategies and
investment portfolios are constructed to each client’s unique situation. With
offices in San Mateo, California and Portland, Oregon, Summit Financial Advisors
manages over $500 million in assets.

Goldline Research is a third-party, independent research firm specializing in
evaluating professional services firms. Goldline Research undertakes an extensive,
in-depth research process to review all qualified companies in a respective area.
Its proprietary research process includes individual company interviews and
quantitative analysis of key company data, as well as customer reference checks to
confirm high levels of customer service. Those companies that ultimately earn
Goldline Research’s Most Dependable™ designation demonstrate a commitment to service
unparalleled in their industry.

Web Site: http://www.summit-advisors.com

Contact Details: Rafael Velez

160 Bovet Road, Suite 405 San Mateo, California 94402 USA

800-518-6686

velez.rafael1@gmail.com