Founded in 1981, Summit Financial, LLC is a privately held financial services firm that provides a partnership platform, known as SummitVantage™, for independent financial advisors. The company's mission is to empower advisors with sophisticated technology, investment solutions, risk management, and operational support, enabling them to deliver holistic financial planning and wealth management to their clients. Summit focuses on a client-first, transparent, and collaborative approach to growing and managing advisory practices.

Founded in

United States