About Summit Financial
Since our founding in 1993, Summit Financial has provided customized wealth management strategies and solutions to address the needs of individuals, families and business owners.
Understanding What’s Important
As independent financial planners, we understand that each client has goals of preserving assets, realizing growth, transferring assets to heirs, while maintaining a certain quality of life.
As a local independent firm, with a national presence, Summit partners with various respected resources, investment and financial institutions. Through our broker/dealer of LPL Financial, we offer an integrated platform of exclusive technology, and brokerage services.
As a local independent firm, with a national presence, we offer objective solutions utilizing innovative designs and respected resources to simplify the complexity of each clients individual financial picture.
In today’s competitive corporate environment, we partner with businesses to ensure compliance with regulatory rules and to provide employees customized, comprehensive group benefit packages.
With methodic diligence, Summit has developed a unique dedicated team to provide clients with comprehensive, personalized, best in class service. Our team approach allows us to deliver innovative strategies and solutions to clients.
“We believe each client should receive personalized, holistic, relationship-based service uniquely tailored to accomplish all wealth management aspects, expectations, and goals.”
Thomas J. Graham – Founder
News
2025 Financial Planning Resources
Annual Tax Planning | Estate Planning | Financial Planning Benefits | RMD Information | Surviving Spouse Checklist | Tax Guide 2024-2025
LPL Research Outlook 2025
LPL Research's Outlook 2025: Pragmatic Optimism
