Matthew Francis Zaczyk

Employer firm

Summit Wealth Group CRD 335242

$2.31B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 05/2020
  Liberty University
  Lynchburg, VA
• 08/2020 → 05/2022
  Liberty University
  Lynchburg, VA
• 05/2018 → 01/2020
  Mountain Commerce Bank
  Knoxville, TN
• 03/2021 → 05/2023
  Holistic Home Llc
  Lynchburg, VA
• 05/2023 → 08/2023
  Mountain Commerce Bank
  Knoxville, TN
• 11/2023 → 05/2026
  The Trust Company Of Tennessee
  Knoxville, TN
• 05/2026 → Present
  Summit Wealth Group, Llc
  Colorado Springs, CO
• 07/2013 → 05/2017
  Christian Academy Of Knoxville
  Knoxville, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-15

Other Names

• Matthew Zaczyk