Michael Sigmon, CFP®, AIF®
Guiding Your Wealth with Purpose
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Summit Financial Partners
Michael Sigmon, CFP®, AIF®
Glen Allen, VA
Serving Clients Nationwide
Guiding Your Wealth with Purpose
Areas of Focus
- Education Funding
- Employee Stock Options
- Family and Money
- Financial Life Planning
- Giving
- Investment Management
- Retirement Planning
- Taxes
About Michael Sigmon, CFP®, AIF®
Hi, I’m Mike Sigmon, a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over a decade of experience helping individuals and families feel more confident and in control of their financial future. At Summit Financial Partners, I’m passionate about providing thoughtful, comprehensive financial planning that meets people where they are and grows with them over time.My interest in finances started early, which led me to earn my degree in Finance from Liberty University’s School of Business. I’ve always been drawn to the practical side of financial planning—helping people align their resources with what matters most to them.
Before joining Summit, I spent several years at PIEtech®, Inc., the creators of a top-tier financial planning software. There, I had the privilege of coaching hundreds of advisors across the country on everything from retirement strategies and investment planning to education funding, Social Security decisions, and navigating rising healthcare costs.
Over the years, I’ve also had the opportunity to speak at national conferences and build long-lasting relationships with key partners and resources—connections I can tap into when needed to better serve my clients.
Outside of work, I live in New Kent, Virginia with my wonderful wife and our four daughters. I’m an avid runner and love hitting the trails around Richmond, especially along the James River. I’ve even tackled a few ultra-marathons! When I’m not running or with my family, I’m probably outdoors—hiking, fly fishing, or working on a home project. I also stay actively involved in my church, where I serve in several roles.
At the heart of it all, I truly enjoy helping people make smart, values-based financial decisions and walking with them through life’s changes. I’d be honored to do the same for you.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Kingdom Advisors
- National Association of Personal Financial Advisors
Primary Location
5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact me and schedule a 15 to 30 minute phone call that will help us both determine whether our services will match your financial needs. There is no fee, and no strings attached! I look forward to speaking with you.Offers Investment Management
Yes
About Summit Financial Partners
Summit Financial Partners has provided trusted financial planning and wealth management services since 1999.What makes Summit Financial Partners different?
✔️ We are Fee-Only, Fiduciary advisors. Our fees are fully disclosed and transparent. You never have to wonder if you are invested in a security that benefits us more than it benefits you because that conflict of interest is not present.
✔️ We believe that Financial Planning is central to all of our relationships. It is difficult to build the right portfolio for anyone without knowing what each client’s individual goals are.
✔️ We understand the importance of your portfolio having the right investment mix for you. We determine how to invest your money be looking at your risk tolerance, time horizon and goals.
✔️ We work as a team. Although CFP training is central to our backgrounds, you also get the benefit of our different life and professional experiences.
✔️ We offer Life Planning tools that help bring to the forefront of our conversations your unique goals and values.
We can help you reach your goals!
For over twenty years, Summit Financial Partners has been helping individuals and families reach their financial goals and to enjoy the comfortable retirement lifestyle they dreamed of with our investment management.
Our offices are located just outside of Richmond in Glen Allen.
We proudly serve the City of Richmond, Charles City County, Chesterfield County, Goochland County, Hanover County, Henrico County, New Kent County, and Powhatan County.
We also serve clients across the country with fully virtual client service options.
Education
B.S. in Business Administration - Finance, Liberty University, 2009
Volunteer Experience
Youth Group Leader - The Rise Church Watch D.O.G.S. Program - New Kent Middle School Henrico Heroes
Hobbies and Interests
- Camping
- Church
- Cycling
- Entertaining
- Family
- Fishing
- Grilling
- Hiking
- Running
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Widow
- Young Families
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