Business Wire

Summit Financial Fuels Rapid National Growth with Investments in Four Advisory Firms Managing a Combined $1.2B in Client Assets

Crow Financial, Everest Consultants, Heritage Wealth Partners, and LPF Advisors join Summit’s expanding network to enhance client solutions, drive innovation, and boost growth. The four partner firms, ...
Financial Advisor

Summit Invests In 4 Firms Managing $1.2B In Client Assets

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 ...
Yahoo Finance

Avantax Acquires Summit Wealth Advocates Adding 7-person Team and $330 Million in Total Client Assets to Avantax’s Employee-based Model

DALLAS, Aug. 22, 2023 (GLOBE NEWSWIRE) -- Avantax ®, a leader in tax-focused financial planning and wealth management, has acquired Summit Wealth Advocates (Summit), a Minnesota-based wealth ...
Morningstar

Joseph W. Spada, CFP®, Named Summit Financial’s 2025 Leading Financial Advisor, Marking 28‑Year Streak of Excellence

Spada's consistent recognition as a leading financial advisor reflects Summit’s reputation for excellence and aligns with its emergence as one of the fastest-growing RIAs in the industry. With over 35 ...