About the Founder
MD, CWPP, CAPP — Financial Physician™

Mitch Levin, MD, CWPP, CAPP — known as the "Financial Physician™" — is a four-time national best-selling author, international speaker, and trusted business advisor to entrepreneurs, executives, and high-income professionals.
Mitch's career began in the health-care field in 1986, through financing, opening, owning and operating a large series of eye surgery practices and surgery centers in Central Florida.
Over the next 15 years, Mitch's included ownership of "Horizon" consisting of 42 independent and free-standing MRIs in seven states, and "St. Vincent's Rehab Clinics" in Illinois and Florida.
These, he ultimately sold at various stages twice: first to a publicly-traded, and then to a private enterprise. Mitch also owned and operated and was landlord for several commercial office buildings, the largest one at some 90,000 square feet.
In 2010 Mitch built what is now Summit Wealth Partners (offices in Jacksonville, Michigan, Naples, and Orlando) along with Summit Asset Protection Group and Investors Advocates, when, in 2017 again he sold. Those companies were primarily grown by coaching and consulting other business owners.
Mitch has been the board chair of an Opera company and a large Foundation, and president of a Home Owners Association consecutively from 2003–2020.
He's spoken at events to thousands of business owners, financial advisors, CPAs, attorneys, and other professionals, many becoming his clients.
Mitch was a visiting professor at University of Central Florida. You can see most of his 12 books on Amazon. Mitch is now the publisher of three private newsletters to over 5,000 subscribers for more than 13 years: The Rational Optimist, Is This Any Way To Run A Business, and Business Building Breakthroughs. He has been featured in Barron's, Wall Street Journal, Investment News, ABC, NBC, CBS and FOX affiliates, and more.
The great majority of his private clients come through referrals primarily, as well as his writings and giving speeches at large association gatherings.
View Dr. Levin's complete professional history, credentials, and accomplishments.

Keynote Speaker

Talk Photo — NYC 2008

Presentation to a Room of Attorneys

Orlando Business Journal Man of the Year

Hard Rock — Featured on the Marquee

Key Note Speaker — CEO of Porsche Event

With Governor Rick Scott

With Ronald Reagan

With Mike Ditka — Former NFL Coach & Commentator

With Dinesh D'Souza — Filmmaker & Commentator

3 Super Bowl Rings Between Us — With Hines Ward

Mayor Buddy Dyer of Orlando — Philanthropy Award

With Steve Spurrier — Hall of Fame Football Coach

With Luciano Pavarotti — Most Famous Opera Singer Ever

With Plácido Domingo — Famous Tenor & Conductor

Mitch Loves Capitalism

Enjoying the Eclipse

Beach House — Longboat Key

Home — Winter Park

Backyard View — Park City, Utah

Home Office — Winter Park