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 individuals (including a substantial retiree and pre‑retiree population), high‑net‑worth clients, trusts, businesses and qualified retirement plans, providing discretionary portfolio management, written financial planning, ERISA plan advisory services, insurance products and asset‑management assistance for employer plan accounts. The firm offers ongoing monitoring and consultative services and will tailor advisory services through a fact‑finding process. The firm implements model portfolios built largely from no‑load mutual funds and ETFs and applies fundamental, technical and cyclical analysis to position accounts; Summit accepts discretionary authority and may engage sub‑advisors or third‑party platforms (including Envestnet, Orion and Valor) to manage portions of client assets. Given its client mix, Summit emphasizes preservation of principal while also employing a range of strategies — from long‑only to short/inverse positions and options — calibrated to client risk profiles and reviewed on a quarterly basis. Distinctive features noted in the brochure include the firm’s use and distribution of formal performance reporting (quarterly statements via Envestnet and performance reporting from Gradient/ GI) and a disclosed incentive participation arrangement tied to a third‑party manager’s AUM. Summit also conducts educational seminars and workshops at no cost, and documents model allocations that range from a conservative portfolio (described as holding significant bond and inverse bond exposure at times) to an aggressive “Stock Rotation” portfolio that is 100% equities, choices that are notable given the firm’s sizable retiree client base.
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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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