Broker Check

Summit Advisory Group Team

At Summit Advisory Group, we know that your financial goals are as unique as you are as an individual. And no matter how small or big your dreams may be, we’ll take the necessary steps to develop a cohesive plan for you to make those dreams a reality. Simply put, we treat our people like gold. And we give you the tools you need to shine to your maximum potential.

Mark A. Primeau    MDRT

Virginia - DC - Maryland office

Financial Advisor

(540) 854-5556

Client focused financial advisory professional serving VA/MD/DC business owners, families and professionals. Over thirty years of finance and business experience providing client centered solutions in retirement planning, wealth...

Read more

Summit Advisory Offices:

Washington, DC Virginia & Maryland

12119 Kathleen Ct 

Unionville, Virginia  22567

Office:  540.854.5556


Charlotte, NC

5925 Carnegie Bouleard Suite 300

Charlotte, NC  28209

Office:  (704) 554-6404


Nashville, TN

5120 Virginia Way Suite C-12

Brentwood, TN 37027

Office: (615) 309-2170


Winston-Salem, NC

380 Knollwood Street Suite 300

Winston-Salem, NC 27103

Office: (336) 722-6304


Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.

Thank you! Oops!