• About
  • Team
  • Executive Team
  • Professional Strategy Team
  • News & Insights
  • News
  • Investment Insights
  • Planning Insights
  • Advisor Solutions
  • Breakaway Advisors
  • Independent Advisors
  • Summit Growth Partners
  • Insurance Professionals
  • SummitVantageTM
  • Client Solutions
  • Client Login
  • Contact
×

Category: News

CEO Stan Gregor on DealQuest Podcast
READ MORE
2022 Forbes | SHOOK Research America’s Top 100 RIA Firms
READ MORE
READ MORE
$7bn Summit Financial hires ex-Captrust CIO Kevin Barry
READ MORE
Summit Financial Appoints Kevin Barry as Chief Investment Officer
READ MORE
Independence by any path is still independence
READ MORE
Breaking away was the hardest thing we’ve ever done. And we’d do it again
READ MORE
How to Survive the Last-Minute Tax Rush
READ MORE
RIA Edge: Strategic RIA Growth With Stan Gregor
READ MORE
Meet The Disruptors: Stan Gregor Of Summit Financial On The Three Things You Need To Shake Up Your Industry
READ MORE

Elevate Your Experience

GET STARTED
  • Copyright 2021 Summit Financial Holdings, LLC
  • Form CRS
  • Form ADV 2A
  • Disclosure
  • IAPD
  • Wrap Free Program Brochure
  • Privacy Notice
  • BCP

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)