Summit Financial Group

Summit Financial Group is a comprehensive financial advisory firm that has been serving clients for over 35 years, focusing on empowering individuals and businesses towards a confident financial future. The firm specializes in delivering tailored solutions across several key areas, including Risk Management, Employee Benefits, Retirement Plans, and Wealth Management, aimed at protecting assets and helping clients achieve their business and life objectives.

Operating as a national full-service benefits firm, Summit Financial Group combines deep expertise with a personalized approach, driven by core values of integrity, commitment, and innovation. They partner with a diverse clientele, including companies, executives, HR professionals, and individuals, to create customized strategies and provide ongoing support. Their offerings primarily encompass securities and investment advisory services facilitated through Registered Representatives of Cetera Advisor Networks LLC.

While providing broad financial insights, including historical webinars on programs like the SBA Disaster Loan Program, Summit Financial Group's core business model is centered on financial planning, investment advising, and benefit solutions rather than direct mortgage origination or brokering. Their emphasis is on holistic financial security and strategic growth for their clients.