Summit Financial Holdings (“Summit”), a financial services firm for top independent and breakaway advisors, will fuel the launch of Advocus...
Read More
I have at least 20 more years left in the tank. I want to build a legacy. I want to...
Read More
PARSIPPANY, N.J.–(BUSINESS WIRE)–Summit Financial Holdings (“Summit”), a financial services firm and premier destination for independent and breakaway advisors, welcomes WealthPlan...
Read More
“Never let a good crisis go to waste.” This compelling quote, often attributed to Winston Churchill, came to my mind...
Read More
Financial advisor Monish Verma has partnered with Parsippany, N.J.-based Summit Growth Partners to launch an independent practice in Farmington Hills,...
Read More
Vardhan Wealth Management is Summit Financial’s first affiliate office in Michigan. A UBS breakaway team has formed an independent wealth...
Read More
Summit Financial Holdings says it has taken a stake in a Miami-based registered investment advisor firm, marking its foray into serving...
Read More
Summit Financial has clinched its 13th minority investment in a registered investment advisor. Through its affiliate Summit Growth Partners, the firm...
Read More
The most impactful lesson I’ve learned in my long career is: If necessity is the mother of invention, then crisis...
Read More
Summit Growth Partners will be a sort of velvet rope model, providing advisors with access to Summit’s services at a...
Read More
$300m duo launches Summit-affiliated RIA Mike Halvorsen and Joseph Bates have launched MRK Wealth Advisors in Doylestown, Pa. A father...
Read More
To ‘advance the brand’s positioning in the marketplace’ and provide support for financial advisors October 13, 2020 — PARSIPPANY, N.J.–(BUSINESS...
Read More
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...
Read More
Friedman, also a founding partner of Hightower, has joined Summit Financial as its director of business development and growth. Former...
Read More
Stan Gregor is the CEO of Summit Financial, LLC., in Parsippany, N.J., with over 30 years of experience helping clients...
Read More
Merchant Investment Management, an RIA investment firm, took a minor equity interest in Parsippany, New Jersey-based RIA Summit Financial. Merchant...
Read More
