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.

We are proud of our shared relationship with LPL Financial, one of the nation’s largest independent publicly traded (Ticker: LPLA) broker-dealers and a leader in the retail financial advice market. LPL is a Fortune 500 company, serving more than 21,000 financial professionals with over $1 trillion in brokerage and advisory client assets (as of 2023). For more information about LPL Financial, visit

Professional Guidance

Summit offers a dedicated team coupled with a comprehensive research-intensive approach providing clients with best in class service. This team approach allows us to deliver innovative, objective strategies and solutions.

Through the depth of expertise and industry knowledge, Summit confidently works towards achieving wealth management success for clients.