About Our Company
Summit Financial is an independent planning and investment firm providing innovative, conflict-free strategies for individuals and business owners. We are Independent “Main Street”advisors–not Wall Street. Summit offers comprehensive financial, investment and estate planning services*, including access to life, health, disability and long-term care insurances. Summit has access to resources and experience of the country’s largest independent research organization through LPL Financial.
As a wealth management firm, we offer investment advisory services regardless of account size. Proudly, we continue to serve 99% of our clients since our founding in 1993. We also help business owners navigate the ever-changing world of employee benefits.