We Work For You.
We are a third-generation family owned company that offers financial planning and tax services to people and companies in Newberry and the surrounding areas. Henry B. Summer and Company began in 1954 when Henry's father, Walter Summer, began the company. Henry's daughter, Buffy, started working at Henry B. Summer and Company in 2004.
Our company is rooted in the community and works with many of the same families we’ve worked with for generations. You’re likely to see us at the grocery store or at the Christmas tree lighting downtown or at The Grille on Main having lunch. And we bring decades of experience.
Our First Priority? You.
We've found that it can be hard for people to make sense of the financial world. There's jargon everywhere. Because there are a lot of ways to save for retirement and college, the choices and terms can be confusing. And how they impact your taxes makes it even harder. We strive for simple answers that apply to our clients that save them on their taxes.
Tax Integration
Tax integration offers a clearer holistic view into your complete financial picture. Part of our expertise is capturing data that other financial advisors may not, based on key information gathered from your Form 1040.
Goals-Based Planning
Through a goals-based approach, we expand your thinking to all aspects of your financial life and create a plan to help you reach important milestones.
Smart Investing
Most Advisors look at your finances the same way. By integrating taxes and financial planning, we are able to identify opportunities for smart investing.