As Financial Advisors in Annapolis, MD, we specialize in Investment Management and Retirement Planning. Schedule a free review today! Premier Planning Group is a family-owned financial services firm in Annapolis, MD founded in 2001 by father-son duo, Dan and Brion Harris. We specialize in investments, financial planning, retirement planning, and insurance. Premier Planning Group is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINRA, SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor.