Fundamental to our approach to strategic financial planning is assembling a team of well qualified professionals who become responsible for developing, presenting and implementing a plan tailored to your personal long-term objectives. This team plus a number of support staff are involved in the analysis and design of each and every client plan. If additional expertise is necessary, the team leader, your personal Summit advisor, can draw on Summit Financial’s Senior Professional Strategy Team and staff.

Our team of seasoned experts include:

  • Accounting Specialists
  • Estate and Tax Specialists
  • Chartered Financial Analysts
  • Financial Planners
  • Insurance and Benefits Consultants
  • Investment Advisers
  • Portfolio Strategists
  • Administrative Personnel


What has set Summit Financial, LLC apart for over 30 years is its team of strategists approach to financial planning. Clients benefit from the collective knowledge and experience of highly credentialed specialists in investments, retirement, income and estate taxes, insurance, fringe benefits and other areas. The Senior Professional Strategy Team plays a key role in the design of each client’s financial plan, working closely with the planners who work directly with the client.

High-net-worth individuals trust Summit Financial, LLC for its broad range of expertise. We bring an entire team to the table. With a staff of 200+, we have all the in-house talent needed to solve even the most complicated financial problems to ensure the success of your personal or business financial plan.


Disclaimer: The Summit financial planning design team includes admitted attorneys and/or CPAs who act exclusively in a non-representative capacity with respect to Summit’s clients. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.