A complete list of active advisors currently associated with Summit Financial Group, LLC

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

Summit Financial Group, LLC serves individuals, trusts and estates, including both high-net-worth and non‑HNW individual clients, offering discretionary portfolio management and project-based financial consulting. It provides retirement-account advice under ERISA fiduciary standards and implements client Investment Plans primarily through mutual funds, fixed income securities and, when appropriate, separate account managers. The firm’s process begins with developing a Financial Profile and Investment Plan with each client and generally follows a buy‑and‑hold orientation while allowing short‑term trading when warranted. Accounts are typically managed on a discretionary basis, monitored for manager performance when outside managers are used, and reviewed at least quarterly. Summit is partially under common ownership with Haynes & Moore, LLC, a public accounting firm, and some accounting personnel perform services for the adviser; the two firms may recommend one another while maintaining separate engagements and compensation. The firm is led by a CPA principal who continues to consult with the accounting firm, a feature that may provide more direct access to tax and accounting perspectives than is common among peers.

To learn more about the advisors currently working at Summit Financial Group, LLC, 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.