Summit Financial Continues Growth Trajectory With Two Additional Affiliate Firms Totaling $725M in Assets

We’re excited to announce the addition of Garrett, Perkins & Horton Advisory Partners and Brad Werner & Company to our expanding Summit family!

September 9, 2026

Every major IPO now comes with the same phone call. A client sees an AI platform or tech company hit...

September 4, 2026

Leaders should hire an excavator, not buy a shovel.

August 24, 2026

A business sale or a large option exercise can feel like you’ve reached the finish line. However, if a client...