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Henry B. Summer and Company Inc.

1508 Lindsay St.
Newberry, SC 29108
(803) 276-4246

Our Mission Statement

Our mission is to craft fulfilling lives for our clients by growing and protecting family resources. 

As tax professionals and CFP®  practitioners, we can work with our clients' to ensure their taxes and investments work as a team and that their tax bill is as low as possible.  It is our joy to help clients move through what can sometimes seem like the fog of uncertainty and guide them toward a compelling future that reflects their values. 

Together, we can make a plan.

We use the eight wealth management issues that all families experience at some time during their lives as a road map to uncover gaps and find overlooked opportunities for savings. We want our clients to pursue their dreams and to be protected from being blown up by taxes, inflation, and life’s surprises in the meantime.