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Category: News

You just won a $1 billion Powerball jackpot. What will you do with it? Here’s what financial advisers suggest.
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Summit Financial Names Joseph Spada, CFP its 2023 Leading Financial Advisor
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A record-setting start to dealmaking in 2024: MarshBerry
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How to invest in REITs
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Summit Financial: Majority of Minority
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Advisors reassess their alt stakes after loading up
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Ameriprise Team Managing $530 Million Shifts to Summit Financial
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RIA Summit Financial continues growth push
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Summit Financial Hits $10B in Assets With 2 Acquisitions
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Summit Financial Continues Growth Trajectory With Two Additional Affiliate Firms Totaling $725M in Assets
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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)