Summit Financial is an independent financial planning and wealth management firm originally founded in 1982. The firm operates on a client-first, fiduciary model, providing personalized financial advice through its network of advisors. The Maryland office, located in Fulton, is one of its key locations, offering services that span investment management, retirement planning, estate planning, and insurance services, all integrated through the company's proprietary SummitVantage™ platform.

Founded in

United States