Powerhouse RIA leverages groundbreaking partnership model to fuel nationwide growth with the addition of Southeast Financial Group, Radiance Private Wealth and Silvertree Retirement Planning
Powerhouse RIA leverages groundbreaking partnership model to fuel nationwide growth with the addition of Southeast Financial Group, Radiance Private Wealth and Silvertree Retirement Planning
Summit Financial, a Parsippany, New Jersey-based RIA owned by Merchant Investment Management, has added two teams that managed $520 million...
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Continued national expansion brings Summit Financial to 65 partnerships and establishes its presence in Georgia and Oregon.
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