SUMMIT FINANCIAL MANAGEMENT LLC is a top-rated financial advisory firm with a team of seasoned professionals committed to helping clients achieve their financial goals. With a strong background in finance and a deep understanding of the market, the advisors at SUMMIT FINANCIAL MANAGEMENT LLC possess the expertise and knowledge to guide clients through the complex world of finance.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services tailored to each client’s unique needs
- Offers a wide range of financial services and investment strategies to help clients reach their financial goals
- Works closely with clients to understand their risk tolerance and create a comprehensive investment plan that aligns with their goals
- Regularly reviews and monitors clients’ portfolios to ensure they remain on track to meet their financial objectives
- Provides ongoing support and guidance to help clients navigate any changes in their financial situation
Facts and Insights
SUMMIT FINANCIAL MANAGEMENT LLC has been in business for over 10 years and currently manages over $500 million in assets. The firm has a team of 8 advisors who collectively have over 100 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 10+ years |
Financial Services Offered
SUMMIT FINANCIAL MANAGEMENT LLC offers a comprehensive range of financial services to help clients achieve their goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
SUMMIT FINANCIAL MANAGEMENT LLC serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm also works with corporations and non-profit organizations to provide retirement planning and investment management services for their employees.
Fees & Compensation
SUMMIT FINANCIAL MANAGEMENT LLC uses a fee-only structure, which means that the firm is compensated solely through client fees and does not receive any commissions for recommending specific investments. This ensures that the advisors at SUMMIT FINANCIAL MANAGEMENT LLC always act in their clients’ best interests.
Background
The team at SUMMIT FINANCIAL MANAGEMENT LLC consists of highly qualified financial professionals with diverse backgrounds and expertise. The firm’s advisors hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, SUMMIT FINANCIAL MANAGEMENT LLC is required to disclose any potential conflicts of interest to clients. The firm is committed to transparency and always puts its clients’ best interests first.