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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

SUMMIT STORIES

Summit Financial CEO Stan Gregor on Empowering Your Growth

Stan Gregor reveals what makes Summit so unique including the strong culture, the high-quality people and the vast firm resources dedicated to helping advisors grow their businesses.

Why Would I Ever Go Anywhere Else?

Private Wealth Advisor Joseph W. Spada, CFP shares that the glue that keeps the Summit advisors together and retention high. The relationships amongst the advisors and the corporate staff, and the support we give one another, have led to over four decades of success.

Joe goes on to describe how the expertise and support of Summit has enabled him to be successful in creating custom comprehensive financial plans for high-net-worth clients with complex needs and continuously grow and evolve his business.

Joseph W. Spada, CFP – Private Wealth Advisor, Summit Financial

Why I Chose Summit Financial as my Partner in Independence

Monish discusses the factors that prompted him to select Summit after vetting numerous firms, and how Summit has been and remains his true advocate and partner all along the way.

Monish Verma, CRPS – Founding Partner and CEO, Vardhan Wealth Management