Summit Financial Group of Indiana, Inc. is an independent financial services firm based in Zionsville, Indiana. The company operates as a registered investment adviser, providing comprehensive financial planning and wealth management services. Their offerings include investment management, retirement strategies, tax management, estate conservation, and insurance products, tailored to meet the specific goals of their individual and business clients. The firm emphasizes a client-first approach, built on integrity, objectivity, and a commitment to helping clients navigate their financial future.

Founded in

United States