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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

News

LPL Research Presents Outlook 2023

LPL Research’s Outlook 2023: Finding the Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. The disruptions may not be fully resolved and there [...]

LPL Research Presents Midyear Outlook 2022

LPL Research’s Midyear Outlook 2022: Navigating Turbulence is here to provide insight and analysis for the next set of challenges the economy and markets may face. The 2023 Economic Forecasts show a downshift, but likely not a [...]

LPL Research Presents Outlook 2022

LPL Research’s Outlook 2022: Passing the Baton is here to provide insight and analysis for the next set of challenges the economy and markets may face. For any investor, making progress toward your financial goals [...]

How Can We Help?

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

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