November 7, 2021

Summit Financial’s Stan Gregor offers advice on how other firms can create scalable, repeatable growth strategies and transform their practices...

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November 7, 2021

Stan Gregor is the CEO of Summit Financial LLC, a preeminent investment advisory firm with a four-decade legacy of helping...

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November 2, 2021

Our industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if...

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October 22, 2021

A conversation with Monish Verma, Managing Partner, Vardhan Wealth Management Monish describes what is an incredibly instructive journey, starting with...

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October 22, 2021

Investor sentiment was fickle during the third quarter, resulting in meager performance for most investable assets. Equity markets echoed the...

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October 1, 2021

Summit Financial Holdings (“Summit”), a financial services firm for top independent and breakaway advisors, will fuel the launch of Advocus...

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September 29, 2021

A pair of former brokers-turned-advisors in Columbus, Ohio have broken away for the second time in a year to launch...

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September 29, 2021

A year after they broke away from Merrill Lynch, Ohio advisors Steve Vujevich and Matt Anderson are starting anew. The...

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September 25, 2021

I have at least 20 more years left in the tank. I want to build a legacy. I want to...

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September 10, 2021

PARSIPPANY, N.J.–(BUSINESS WIRE)–Summit Financial Holdings (“Summit”), a financial services firm and premier destination for independent and breakaway advisors, welcomes WealthPlan...

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June 30, 2021

Summit Financial Second Quarter 2021 Investment Newsletter

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May 21, 2021

“Never let a good crisis go to waste.” This compelling quote, often attributed to Winston Churchill, came to my mind...

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May 17, 2021

Financial advisor Monish Verma has partnered with Parsippany, N.J.-based Summit Growth Partners to launch an independent practice in Farmington Hills,...

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May 11, 2021

Vardhan Wealth Management is Summit Financial’s first affiliate office in Michigan. A UBS breakaway team has formed an independent wealth...

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April 28, 2021

Summit Financial Holdings says it has taken a stake in a Miami-based registered investment advisor firm, marking its foray into serving...

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April 27, 2021

Summit Financial has clinched its 13th minority investment in a registered investment advisor. Through its affiliate Summit Growth Partners, the firm...

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April 1, 2021

Summit Financial First Quarter 2021 Investment Newsletter

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March 25, 2021

The most impactful lesson I’ve learned in my long career is: If necessity is the mother of invention, then crisis...

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January 21, 2021

Summit Growth Partners will be a sort of velvet rope model, providing advisors with access to Summit’s services at a...

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November 1, 2020

Summit Financial Fourth Quarter 2020 Investment Newsletter

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October 20, 2020

$300m duo launches Summit-affiliated RIA Mike Halvorsen and Joseph Bates have launched MRK Wealth Advisors in Doylestown, Pa. A father...

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October 13, 2020

To ‘advance the brand’s positioning in the marketplace’ and provide support for financial advisors October 13, 2020 — PARSIPPANY, N.J.–(BUSINESS...

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August 8, 2020

The Case for Hedging and Tactical – August 2020

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May 15, 2020

The ex-Hightower, ex-Dynasty recruiter joins Stan Gregor’s early-stage RIA roll-up, with mighty backing and good momentum Ed Friedman is back...

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April 24, 2020

Friedman, also a founding partner of Hightower, has joined Summit Financial as its director of business development and growth. Former...

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January 13, 2020

Stan Gregor is the CEO of Summit Financial, LLC., in Parsippany, N.J., with over 30 years of experience helping clients...

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January 2, 2020

Merchant Investment Management, an RIA investment firm, took a minor equity interest in Parsippany, New Jersey-based RIA Summit Financial. Merchant...

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