Summit Financial is an independent planning and investment services firm providing innovative, conflict-free strategies for business owners and individuals. We are Independent “Main Street” advisors – not Wall Street. Summit Financial offers comprehensive financial, investment and estate planning services*, including access to life, health and long-term care insurances. 

As an independent firm we offer investment management advisory services regardless of account size. 

We are committed to helping business owners navigate the ever changing world of employee benefits. Summit Financial has access to resources and experience of the country’s largest independent broker/ dealer through LPL Financial*. 

*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.

*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC, www.sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

 For a list of states in which we are registered to do business, please visit www.sumfi.com.

Summit Financial - Maryland

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