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

RECENT INSIGHTS

January 18, 2024

Baltimore County-based $300 million multi-family office joins Summit Financial to utilize its scale, resources, and integrated technology platform

READ MORE
January 10, 2024

Breaking away can result in higher take-home earnings and better tax treatment for advisors, and advantages for clients.

READ MORE
October 26, 2023

We are extremely honored to announce that for the second consecutive year Summit Financial, LLC has been recognized in the...

READ MORE