SUMMIT FINANCIAL, LLC

Summit Financial, LLC is a preeminent independent investment advisory firm proud to continue our predecessors’ four-decade legacy helping advisors elevate their businesses and deliver robust client experiences.  We empower advisors and clients with first-class resources, including our fully integrated platform of world-class services, thought leaders & innovative technology. Our advisors provide objective advice, holistic financial planning, and comprehensive solutions to families & individuals, family offices and select institutions.  Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together.

Summit Financial Holdings, LLC’s affiliated firms include, but are not limited to, Summit Financial LLC, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT, LLC and Summit Growth Partners LLC. Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor. Insurance is offered through Summit Risk Management, LLC.
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