About Summit Financial
Since our founding in 1993, Summit Financial has provided customized wealth management strategies and solutions to address the needs of individuals, families and business owners.
Understanding What’s Important
As independent financial planners, we understand that each client has goals of preserving assets, realizing growth, transferring assets to heirs, while maintaining a certain quality of life.
As a local independent firm, with a national presence, Summit partners with various respected resources, investment and financial institutions. Through our broker/dealer of LPL Financial, we offer an integrated platform of exclusive technology, and brokerage services.
As a local independent firm, with a national presence, we offer objective solutions utilizing innovative designs and respected resources to simplify the complexity of each clients individual financial picture.
In today’s competitive corporate environment, we partner with businesses to ensure compliance with regulatory rules and to provide employees customized, comprehensive group benefit packages.
With methodic diligence, Summit has developed a unique dedicated team to provide clients with comprehensive, personalized, best in class service. Our team approach allows us to deliver innovative strategies and solutions to clients.
“We believe each client should receive personalized, holistic, relationship-based service uniquely tailored to accomplish all wealth management aspects, expectations, and goals.”
Thomas J. Graham – Founder
News
LPL Research Presents Outlook 2023
LPL Research’s Outlook 2023: Finding the Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year. The disruptions may not be fully resolved and there [...]
LPL Research Presents Midyear Outlook 2022
LPL Research’s Midyear Outlook 2022: Navigating Turbulence is here to provide insight and analysis for the next set of challenges the economy and markets may face. The 2023 Economic Forecasts show a downshift, but likely not a [...]
LPL Research Presents Outlook 2022
LPL Research’s Outlook 2022: Passing the Baton is here to provide insight and analysis for the next set of challenges the economy and markets may face. For any investor, making progress toward your financial goals [...]