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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.

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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.

“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

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How Can We Help?

Reach out to see how Summit Financial can assist you in addressing your wealth management goals.

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