A year after they broke away from Merrill Lynch, Ohio advisors Steve Vujevich and Matt Anderson are starting anew.
The Columbus-based duo has set up a new solo practice, Advocus Private Wealth, which is minority-backed by Summit Growth Partners, a serial minority investor in RIAs.
The competition to attract or acquire leading advisors or advisory firms is fierce. Whether you are a top advisor choosing your...
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Summit Financial Welcomes Lifetime Wealth Management to its Expanding Advisor Community Summit Financial Holdings (“Summit”), a premier destination for independent...
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We are pleased to announce that 8 Summit Financial advisors have been named to the 2023 AdvisorHub “Advisors to Watch”...
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