Summit Financial Holdings (“Summit”), a financial services firm for top independent and breakaway advisors, will fuel the launch of Advocus Private Wealth (“Advocus”), an independent advisory team serving athletes, executives, and multi-generational families. Advocus becomes Summit Growth Partners’ 17th investment in less than nine months.

RECENT INSIGHTS

February 5, 2024

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

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January 18, 2024

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

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January 10, 2024

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

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