Welcome everyone! Welcome to the 448th episode of the Financial Advisor Success Podcast!
My guest on today's podcast is Monish Verma. Monish is the CEO of Vardhan Wealth Management, a dba of the RIA Summit Financial and based in Farmington Hills, Michigan, that oversees $560 million in assets under management for 225 client households.
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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