Summit Financial Solutions, LLC, operating under the brand Summit Financial, is a privately-held financial services firm that provides a comprehensive platform for independent and breakaway financial advisors. Their model, Summit Growth Partners, offers advisors access to a sophisticated suite of services, including integrated technology, investment solutions, risk management, and operational support. The company's mission is to empower advisors to deliver exceptional wealth management services and achieve significant business growth by combining the benefits of independence with the resources of a major firm.

Founded in

United States