Summit Financial, a preeminent financial planning and wealth management firm, today recapped a historic year of strategic execution and growth in 2025, while outlining ambitious plans to accelerate ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with more than 40 years of experience* providing market-leading, multi-family office services that ...

Summit Financial (“Summit”), a preeminent investment advisory firm empowering financial advisors to optimize business growth and deliver sophisticated family office services, announced an investment ...

National wealth management firm advances 15 spots based on its growth, technology, and quality of services offered to clients Summit Financial, a national wealth management firm empowering advisors to ...

The artificial intelligence-powered tools focus on adviser workflows, including lead generation, digital marketing automation and merger and acquisition analytics. Summit Financial, a registered ...

Summit Financial has made strategic investments in four advisory firms that collectively manage more than $1.2 billion in client assets. Parsippany, N.J.-based Summit made the deals in collaboration ...

Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, said advisors from Southeast Financial Group, Radiance Private Wealth and Silvertree ...

Summit Financial has notched another deal in its growing minority-stake playbook, extending its network further into the Northeast as it takes a noncontrolling interest in a Rhode Island-based RIA ...

I’ve been in the space almost 40 years and have worked at some major organizations. We always had huge technology companies. But my own experience was that we never truly gave the advisors the tools ...