Articles from Summit Financial

Summit Financial (“Summit”), ​​a preeminent investment advisory firm empowering advisors to deliver​​ family office services and optimize business growth, today announced the addition of eight wealthtech tools to its integrated technology ecosystem as well as plans for ongoing exploration of new, innovative solutions.

Summit Financial (“Summit”), ​​a preeminent investment advisory firm empowering advisors to deliver​​ family office services and optimize growth, in collaboration with Merchant Investment Management, LLC ("Merchant"), has announced strategic investments in four new partner firms – Crow Financial Advisors, Everest Consultants, Heritage Wealth Partners, and LPF Advisors. These additions highlight the strength of the Summit-Merchant partnership, which continues to fuel the rapid expansion of Summit’s national network of elite, growth-minded wealth managers.

Summit Financial (“Summit”), ​​a preeminent investment advisory firm empowering financial advisors to optimize business growth and deliver sophisticated family office services, announced an investment in Parsons Broach Financial Services (“Parsons Broach”) to further accelerate its growth momentum.

Summit Financial, LLC (“Summit”), ​​a preeminent investment advisory firm with over 40 years of experience providing market-leading technology, financial planning, insurance and wealth management services that help clients achieve their financial goals, today announced that Joseph Spada, CFP® has been named the firm's 2024 Leading Financial Advisor for an unprecedented 27th consecutive year.

Summit Financial (“Summit”), ​​a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that empower financial advisors to accelerate growth, today announced Gateway Advisory (“Gateway”) is the latest firm to join its expanding network. This marks Summit’s 21st strategic investment since the start of 2024, reinforcing its status as a premier partner for forward-thinking advisory firms seeking accelerated growth and enhanced capabilities.

Summit Financial (“Summit”), ​​a preeminent investment advisory firm, in collaboration with Merchant Investment Management, LLC ("Merchant"), today announced that Genex Consulting ("Genex") has joined its network, marking Summit's first investment of 2025. This collaboration highlights the strength of the Summit-Merchant partnership as they take a stake in Genex, a $700 million wealth management firm. As Summit approaches $20 billion in assets under advisement, the firm achieved 70% year-over-year growth in 2024 reinforcing its commitment to scalable expansion and industry leadership.

Summit Financial (“Summit”), ​​a preeminent investment advisory firm with more than 40 years of experience* providing market-leading, multi-family office services that empower financial advisors to accelerate growth, today celebrates one of its best years ever. Approaching $20 billion in assets under advisement entering Q1 2025, Summit achieved 70% year-over-year growth. The firm executed 18 precision-targeted investments while strategically expanding its workforce by 28 high-caliber professionals, reinforcing its commitment to scalable growth and industry leadership.

Summit Financial (“Summit”), ​​a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that empower financial advisors to accelerate growth, today announced that Gordon Asset Management (“Gordon”) has joined its network. Summit’s innovative partnership model, Summit Growth Partners (“SGP”), has strategically invested in Gordon, marking its 18th strategic investment this year.

Summit Financial (“Summit”), ​​a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that empower financial advisors to accelerate growth, today announced that Midway Wealth Partners (“Midway”) has joined its network. Summit’s innovative partnership model Summit Growth Partners (“SGP”) has strategically invested in Midway, bringing its total strategic investments to 17 for the year.

Summit Financial (“Summit”), ​​a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that empower financial advisors to accelerate growth, today announced that advisors from three firms—Southeast Financial Group (“SEFG”), Radiance Private Wealth (“Radiance”) and Silvertree Retirement Planning (“Silvertree”)—have joined its network. Summit’s innovative partnership model Summit Growth Partners (“SGP”) has strategically invested in SEFG, Radiance and Silvertree, elevating its total strategic investments to 16 for the year.

Summit Financial (“Summit”), ​​a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that empower financial advisors to accelerate growth, today announced that advisors from two firms, BFG Wealth (“BFG”) and Canon Capital Wealth Management (“Canon”) have joined Summit. In addition, Summit’s innovative partnership model Summit Growth Partners (“SGP”) has made a strategic investment in both BFG and Canon. This marks SGP’s 12th and 13th strategic investments this year, respectively. These strategic partnerships mark a significant turning point for both BFG and Canon. SGP is renowned for its exclusive, invitation-only model that cultivates advisor growth and fosters collaboration.

Summit Financial, a registered investment advisory organization with a four-decade legacy of supporting the success of advisors and their clients, announces the appointment of Kevin Barry, CFA as the firm’s chief investment officer. The addition of Barry, who has more than 25 years of experience in investment management, underscores the firm’s assertive approach to deepening the level of resources available to its growing roster of investment advisors.

Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory unit, establishing a partnership that will deliver Fieldpoint Private’s banking capabilities through the Summit advisor services platform, SummitVantage™.