Founded in 1981, Summit Financial has grown into a prominent financial services firm built on a partnership of advisors. The company champions an independent model, providing its advisors with a comprehensive platform, SummitVantage™, which integrates technology, financial planning, investment management, and insurance solutions. Their core mission is to offer clients a holistic and personalized approach to wealth management, covering everything from investment strategies and retirement planning to risk management and estate planning, empowering clients to achieve their financial goals.

Founded in

United States