Summit Wealth Group, a national independent registered investment adviser (RIA), has announced its acquisition of Financial Investment Team (FIT), a fee-based financial planning practice based in Portland, Ore. The acquisition establishes Summit’s first branch in the Pacific Northwest and extends the firm’s presence into a region it has not previously served.
FIT manages approximately $224 million in client assets, as of Aug. 25, 2026, and serves roughly 300 clients. All ten FIT employees, including three advisors, will join Summit, and the practice will operate under the Summit Wealth Group brand.
The acquisition resolves a succession challenge for FIT’s founder, Diana Harrison, who built FIT on the same client-first planning model that has anchored Summit since its inception. Harrison’s team couldn’t independently finance a buyout as she approached retirement. Summit structured a transaction that bought out Harrison’s ownership stake and gave FIT’s advi
