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

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

Summit Financial Management LLC provides financial planning, investment consultation, portfolio management, and corporate advisory services to individuals (including high-net-worth clients), charitable organizations, foundations, small businesses, and corporations. The firm offers both broad-based and modular planning and may manage accounts on a discretionary or nondiscretionary basis, beginning engagements with an initial interview and documented investment guidelines. Investment decisions are implemented using a tactical asset-allocation, core-and-satellite approach that typically uses ETFs as the core and actively managed funds, individual securities, structured notes, and fixed income as satellites, with a blend of fundamental and technical analysis. Portfolios and plans are reviewed regularly (quarterly for investment accounts and at least annually for client-level reviews), and the firm provides written reports and revised guidelines as needed. What is noteworthy for a firm of this size is its mix of services: alongside serving roughly 80 clients and overseeing about $65 million in client assets, it also provides portfolio management for institutional clients and offers corporate advisory work on capital structures and debt optimization—capabilities that are uncommon among independent solo-advisor firms. The firm also conducts complimentary educational workshops and highlights professional standards tied to its principal’s CFA charter.

To learn more about the advisors currently working at Summit Financial Management 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.