A complete list of active advisors currently associated with Summit Financial Wealth Advisors
Warmer can help you find a great advisor at Summit Financial Wealth Advisors or one who fits your needs even better.
Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, high‑net‑worth clients, retirement plans, trusts, estates, and business entities. The firm also offers pension consulting for ERISA plans, outsourced business management services including bookkeeping and cash‑flow management, and divorce financial consulting through a Certified Divorce Financial Analyst. Summit tailors portfolios to clients’ objectives and risk tolerances and implements advice through customized accounts or model strategies overseen by an investment committee that meets regularly. The firm employs a mix of analytical approaches (fundamental, technical, cyclical), may use margin and options in limited circumstances, and advises on a broad set of instruments including mutual funds, ETFs, structured notes, and partnership interests in real estate and oil and gas. Summit is an indirect, wholly‑owned subsidiary of Focus Financial Partners and discloses relationships that allow it to offer third‑party cash and credit solutions facilitated through UPTIQ, an arrangement that produces indirect economic benefits to its parent. Certain advisory personnel are registered representatives of an unaffiliated broker‑dealer and licensed insurance agents who may receive trailing commissions on legacy insurance and brokerage products, and the firm’s combination of pension‑consulting, business management, and access to alternative/syndicated partnership investments and credit solutions constitutes material business lines and potential conflicts clients should consider.
To learn more about the advisors currently working at Summit Financial Wealth Advisors, 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.
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