Summit Financial Group, LLC
Nathan Bennett, CFP®, CBEC®, CEPA®, ChFC®, is the Managing Partner at Summit Financial Group, LLC, where a comprehensive planning and wealth management firm assists clients in achieving their financial goals through expertise in retirement planning, asset management, exit and succession planning, and estate planning. Additionally, Nathan serves as a Board Member for Rooms of Hope, an organization that provides dream room makeovers for children with life-threatening illnesses. Previously, Nathan was a Member of Premier Resource Group until May 2023, engaging with accomplished financial professionals to share innovative ideas and strategies. Nathan holds a degree from the University of Minnesota - Carlson School of Management, obtained between 1998 and 2000.
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Summit Financial Group, LLC
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.