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

RECENT INSIGHTS

April 18, 2024

Addition of integrated, alternative investment solutions to help advisors attract and retain high-net-worth clients, further strengthening their competitive edge

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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 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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