Trusted by 1,200+ Hawaii families & businesses

Your Financial Success Starts Here

Expert accounting, tax planning, and financial advisory services for individuals and businesses throughout Hawaii. We help you build wealth and achieve financial peace of mind.

Financial planning consultation
$2.4M+
Tax savings for clients in 2025
25+
Years Experience
$500M+
Assets Managed
1,200+
Clients Served
98%
Client Retention
Our Services

Comprehensive Financial Solutions

From daily bookkeeping to long-term wealth management, we provide the expertise you need at every stage.

Tax Planning & Preparation

Strategic tax planning and preparation for individuals and businesses to minimize liability and maximize returns.

Bookkeeping & Accounting

Comprehensive bookkeeping services that keep your finances organized and your business compliant.

Financial Planning

Personalized wealth management and retirement planning strategies to secure your financial future.

Business Advisory

Strategic guidance for business owners on growth, profitability, and long-term success.

Why Summit Financial

A Partner You Can Trust With Your Financial Future

For over 25 years, we've helped Hawaii families and businesses achieve their financial goals through personalized service and proactive strategies.

Dedicated Team

You'll work with the same team members who know your situation and goals.

Proactive Approach

We don't just react to tax season. We plan year-round to minimize your liability.

Local Expertise

Deep understanding of Hawaii tax laws, business regulations, and local market.

Our Credentials

Certified Public Accountants (CPA)
Certified Financial Planners (CFP)
Enrolled Agents (EA)
QuickBooks ProAdvisors

Member of:

AICPAHSCPAFPA Hawaii
Client Success

What Our Clients Say

Summit Financial has been our trusted partner for over a decade. Their proactive tax strategies have saved our business hundreds of thousands in taxes.

David Chen
David Chen
CEO, Pacific Tech Solutions

The team's attention to detail and personalized approach made all the difference in our retirement planning. We feel confident about our future.

Linda & Robert Nakamura
Linda & Robert Nakamura
Retired Educators

As a small business owner, having Summit handle our bookkeeping and taxes lets me focus on what I do best. They're worth every penny.

Michelle Torres
Michelle Torres
Owner, Aloha Boutique

Ready to Take Control of Your Finances?

Schedule a free consultation to discuss your goals and see how we can help.