Overview

Summit Advisor Solutions

Information by Research TrustFinance

https://www.summitadvisor.com/

Summit Advisor Solutions, a d/b/a of Summit Financial, LLC, is an SEC Registered Investment Adviser that partners with growth-oriented independent financial advisors across the United States. The firm provides a comprehensive platform called SummitVantage™, which integrates financial planning, investment management, risk management, and advanced technology. Their mission is to empower advisors by offering the resources, expertise, and community needed to enhance their practices, better serve their clients, and achieve their vision of independence. The firm's history dates back to 1981, focusing on a client-centric and advisor-driven approach to wealth management.

Founded in
United States

United States


Industry

    Financial

  • Financial AdvisementPRIMARY
  • Other Service