A complete list of active advisors currently associated with Summit Financial Working with People You Trust

Warmer can help you find a great advisor at Summit Financial Working with People You Trust or one who fits your needs even better.

Summit Financial serves a broad retail client base that includes a large proportion of retirees and pre‑retirees, as well as high‑net‑worth individuals, trusts, retirement plans and businesses. The firm provides discretionary asset management, written financial planning and ERISA plan advisory services, and supplements investment work with insurance‑based products and consultation services. Investment strategies are implemented through model portfolios built primarily from no‑load mutual funds and ETFs, spanning conservative bond‑heavy allocations to aggressive all‑equity rotations, and are informed by fundamental, technical and cyclical analysis. Summit Financial commonly delegates portfolio management to sub‑advisors and third‑party platforms while retaining discretionary oversight and conducting periodic reviews and client communications. Noteworthy features that distinguish the firm from many peers are its publication and use of performance reporting and its regular public educational seminars and workshops, both of which are uncommon among similar team firms. Summit also operates through multiple third‑party relationships (including a co‑advisor arrangement and platform access) and occasionally employs strategies such as inverse positions and options, which are operational and strategy details prospective clients may want to consider.

To learn more about the advisors currently working at Summit Financial Working with People You Trust, 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.