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Elevate

Your Experience

Partnering with advisors and clients to achieve new heights.

ADVISOR SOLUTIONS CLIENT SOLUTIONS

40 Years of Independence

Summit Financial is a preeminent investment advisory firm proud to continue our predecessors’ near four-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We are now making our “best kept secret” available on a national scale.

OUR FIRM

The Power of Partnership

We empower advisors and clients with first-class resources, including SummitVantage™, our fully integrated platform of world-class services, thought leaders, and innovative technology.

Built by
Advisors for Advisors

Summit is the premier destination for advisors who embrace independence and seek a partner who can provide them with the resources to deliver an excellent client experience and a long-term pathway to growth.

ADVISOR SOLUTIONS

Achieve Financial Freedom

Summit Financial advisors always put your interests first by providing objective advice, holistic financial planning, and comprehensive solutions to empower you to live life on your terms.

CLIENT SOLUTIONS

Summit Growth Partners

We offer a differentiated partnership opportunity that rewards growth – providing a broad range of benefits, resources and solutions to propel your business and optimize your enterprise value.1

SUMMIT GROWTH PARTNERS

OUR NEWEST PARTNERS

Welcoming Weinerman Wealth Management

We are proud to announce that Weinerman Wealth Management has joined Summit Financial. Weinerman Wealth Management, led by industry veteran, Dave Weinerman, delivers customized financial planning, comprehensive wealth solutions and highly personal service to help you manage complexities, achieve your goals and pursue your dreams.2

Welcoming WealthPlan Advantage

We are excited to welcome WealthPlan Advantage team to the Summit family. Led by Greg Nardolillo, WealthPlan Advantage, founded in 2000, is an independent firm with an unwavering commitment to help clients achieve financial security and build lasting wealth.2

Welcoming Advocus Private Wealth

We are proud to announce that Steve Vujevich, Matthew Anderson and Charles Robinson have created Advocus Private Wealth and joined Summit Financial. Advocus helps clients protect family wealth and build legacies. The firm works with clients who have achieved significant wealth, including professional athletes, corporate executives and entrepreneurs across the country.2

Welcoming Kandor Global

We are proud to welcome Kandor Global to Summit Growth Partners. Led by CEO Guillermo Vernet, Kandor Global provides sophisticated investment advisory solutions, customized reporting and complex estate planning for its ultra-high-net-worth global clients — focusing on serving Latin American entrepreneurs and families living in their home country or domiciled in the U.S.1

Welcoming Vardhan Wealth Management

We are excited to welcome Monish Verma and the Vardhan Wealth Management team to the Summit family. Vardhan helps successful families achieve financial peace of mind, protection and prosperity. Summit is proud to partner with Vardhan – providing full access to our fully integrated platform and team to provide holistic planning and disciplined and structured investing to pursue consistent, long-term outcomes.2

Vardhan Wealth Management Team featured from left to right: Renee Wahl, Director of Operations; Hani Nasher, Client Service Associate; Monish Verma, CRPS®, Managing Partner; Kory Frost, CFP®, Director of Planning and Strategy.