A complete list of active advisors currently associated with Summit Financial Advisors, Inc.

Warmer can help you find a great advisor at Summit Financial Advisors, Inc. or one who fits your needs even better.

Summit Financial Advisors, Inc. provides customized investment management primarily to high-net-worth individuals and related trusts, estates, pension and profit-sharing plans. The firm manages roughly $199 million across discretionary and non-discretionary accounts and typically invests client assets in mutual funds and exchange-traded funds while offering growth, balanced, and conservative strategy options. The firm’s investment process is driven by fundamental analysis and a multi-person Investment Committee that meets quarterly to evaluate market conditions, fund management, risk/return characteristics and sector exposures. Portfolios are generally constructed for multi-year horizons, with periodic use of option-writing where appropriate, and accounts are monitored through annual detailed reviews and quarterly exception reporting. A noteworthy practice at Summit is that some advisory personnel are also licensed insurance agents who may earn commission-based compensation for selling insurance products in addition to advisory fees; the firm discloses this potential conflict and states it recommends such products only when aligned with client objectives and that clients are not obligated to purchase them. Summit also maintains a $1,000,000 household minimum for managed accounts while offering hourly planning and consulting to clients below that threshold, and it receives certain custodial products and services from its primary custodian, a relationship the firm identifies as a potential conflict of interest.

To learn more about the advisors currently working at Summit Financial Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.