Personalized and Exclusive
Client Experience

We seek to help you realize your dreams, create your own unique story and achieve your financial goals. Regardless of any challenges you face, we are with you every step of the way as you navigate your life’s journey.

To do so, our independent advisors, acting as fiduciaries, are empowered with the freedom to offer world-class solutions and services to meet your needs – unlike many traditional advisors who are limited to one investment platform or incentivized to push proprietary products.

Our core belief is that no two clients are the same. That is why our advisors take the time to understand your situation, customize everything we do to meet your needs and leverage an open architecture platform to identify the optimal solutions the industry has to offer to achieve your goals.

Holistic Planning

A truly customized holistic planning approach is at the core of what we do – providing expert guidance and creating tailored plans to meet your unique financial goals and objectives.

Investment Management

Our advisors create custom tailored investment plans and comprehensive solutions that align with your goals, risk tolerance and time horizon.

Risk and Insurance Solutions

We understand the need to manage your risk and help you align life, disability and long-term care to support our holistic financial planning process.1


We provide access to integrated technology to allow you to view your up-to-date financial snapshot.


Summit Financial Quarterly Newsletters – Second Quarter 2021

Summit Financial Second Quarter 2021 Investment Newsletter


Summit Financial Quarterly Newsletters – First Quarter 2021

Summit Financial First Quarter 2021 Investment Newsletter