A pair of former brokers-turned-advisors in Columbus, Ohio have broken away for the second time in a year to launch their own practice under Parsippany, N.J.-based RIA Summit Financial.

The new practice, dubbed Advocus Private Wealth, is led by Steve C. Vujevich and Matthew P. Anderson, ex-Merrill Lynch brokers who have left Chicago-based firm Keebeck Wealth Management, a $1.6 billion-asset firm aligned with RIA service provider Dynasty Financial Partners.


May 3, 2023

A five-person team has left Wells Fargo Advisors to launch their own independent practice with Summit Financial, a Parsippany, N.J.–based...

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May 2, 2023

We’re pleased to welcome Great Lakes Private Wealth to the Summit Financial family! Based in Farmington Hills, MI, and led...

March 28, 2023

Our CEO Stan Gregor had the opportunity to speak with Tony Sirianni on the AdvisorHub podcast.  Stan shared the uniqueness...