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 an independent brokerage firm, we offer investment management 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.