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Category: News

Independence by any path is still independence
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Breaking away was the hardest thing we’ve ever done. And we’d do it again
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How to Survive the Last-Minute Tax Rush
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RIA Edge: Strategic RIA Growth With Stan Gregor
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Meet The Disruptors: Stan Gregor Of Summit Financial On The Three Things You Need To Shake Up Your Industry
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How to Survive the Last-Minute Tax Rush
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Motivated by the Long Game: Why a UBS Breakaway Left a Deal Behind for Independence with Summit Financial
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Summit Financial Takes Minority Stake in Newly Formed Advocus Private Wealth
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$400 Million-AUM Duo Decamps from Dynasty RIA to Launch Firm with Summit Financial
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Steve Vujevich, Matt Anderson and Charlie Robinson previously worked at Dynasty-affiliated Keebeck Wealth Management.
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Summit Financial, LLC, an SEC registered investment advisor firm, established in November 2018 is a wholly owned subsidiary of Summit Financial Holdings and is the successor firm of all the legacy investment advisory and financial planning business of Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983)