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.

The firm provides discretionary portfolio management and general consulting to individuals, trusts, and estates, serving both high-net-worth and non‑HNW individual clients. It also offers retirement-account advice under ERISA/IRC fiduciary standards and project‑based consulting such as cash‑flow, estate, and tax‑related planning when engaged. At the outset the firm develops a Financial Profile and an Investment Plan tailored to each client, and typically implements those plans using mutual funds, individual bonds, CDs and, when appropriate, separate account managers. The firm generally follows a buy‑and‑hold approach, manages accounts on a discretionary basis, and monitors manager performance and client circumstances to update plans as needed. The firm is partially under common ownership/control with Haynes & Moore, LLC, CPAs, and the firm’s principal is a CPA who continues to consult for the accounting practice on a seasonal basis; some employees of the accounting firm also perform services for the advisor. This formal affiliation with a public accounting firm—and the principal’s ongoing CPA involvement—is uncommon among peers and can facilitate closer coordination between investment advice and tax/accounting services, although each firm’s services and compensation remain separate.

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.

Name	Location	Years of experience
James Threlkeld	Rome, GA	23

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