For over 47 years, Summerlin Financial Advisors, Inc. has been the source of financial planning wisdom to hundreds of North Florida businesses and families seeking solutions to their needs, based on trust and knowledge.

We invite you to browse this financial resources site for information, tools and an invitation to learn more about our financial planning process.

Enjoy your visit and please allow us to answer any questions you may have.



"We expect no economic opportunity until we have created something of value for someone else."
- Steve Summerlin, CFP®, President


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This website is for informational purposes only and does not constitute a complete description of our services. This website is not a solicitation or offer to sell securities or investment advisory services. Information throughout this site, whether stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources we believe to be accurate; however, we do not guarantee the timeliness or accuracy of same. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we, nor our information providers, shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties expressed or implied as to the accuracy, completeness, or results obtained from any information posted on this or any linked website.

Certified Advisory Corp offers Financial Planning and Asset Management
TransAm Securities, Inc. offers Securities, Member FINRA, SIPC

1111 Douglas Avenue, Altamonte Springs, FL 32714
Ph: 407-869-9800

Summerlin Financial Advisors, Inc. is not an affiliate of Certified Advisory Corp.

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