🎉#1! Congratulations are in order for our Director of Growth and Business Development Ed Friedman, whose “Wirehouse Liberation: The Economics of Independence for Advisors” piece was ranked first in Wealth Solutions Report Top 10 Articles of the First Half of 2024! Summit’s dedication to supporting the growth of advisors and helping them on their paths to independence influences Ed’s piece, as he outlines the benefits of an independent model and the value it holds for advisors and clients alike. We are proud to continue our four-decade legacy, leading the charge on what true partnership looks like. To learn how Summit approaches advisor partnership, check out Ed’s byline: https://lnkd.in/gzyFgakY #SummitFinancial #WealthManagement #ElevatedIndependence
Summit Financial
Financial Services
Parsippany, NJ 6,402 followers
Our financial advice focuses on individual needs and values, not industry norms.
About us
Summit Financial, LLC is a preeminent independent investment advisory firm proud to continue our 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, holistic financial planning, and comprehensive solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Financial LLC ("SF"), Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author, not attributed to SF. SF is not affiliated with LinkedIn, Inc. Any non-Summit URLs, links or external websites mentioned are unaffiliated with Summit Financial, LLC. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on the 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations.
- Website
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http://www.summitfinancial.com
External link for Summit Financial
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Parsippany, NJ
- Type
- Privately Held
- Founded
- 1982
Locations
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Primary
4 Campus Drive
Parsippany, NJ 07054, US
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4 Campus Drive/2nd Floor
Parsippany, NJ 07054-0413, US
Employees at Summit Financial
Updates
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Calling all car aficionados! Thank you to everyone who attended our 1st Annual ‘Cars at Campus Drive’! The weather was picture perfect for friends and colleagues to come together and enjoy their shared passion. At Summit we take pride in fostering relationships with our colleagues, whether in or out of the office. We look forward to growing this event for many years to come…join us next year! #SummitFinancial #ElevateYourExperience #WealthManagement
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🎉 👏We are thrilled to announce that Summit has been recognized in Financial Advisor Magazine’s 2024 Top RIAs Ranking for assets greater than $1 billion! For more than 40 years, Summit Financial has been delivering comprehensive financial advice via an elevated client experience. By utilizing this strategic approach, Summit advisors remain a trusted partner to their clients, helping protect and grow their wealth for generations to come. Today, we couldn’t be more excited to celebrate this continued hard work and dedication. View the full list of rankings below. #SummitFinancial #ElevatedIndependence #WealthManagement FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to it by firms that voluntarily complete and submit FA’s survey by it’s deadline. FA does it’s best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and provide financial planning and related services to individual clients. Firms must have at least $500 million in AUM as of December 31, 2023, to be included in the print edition of FA magazine’s 2024 RIA survey. FA’s ranking comes at no cost to Summit Financial.
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What’s the secret sauce to Summit’s recent growth you ask? 🤫 Our Director of Growth and Business Development, Ed Friedman, connects with Brianna Monsanto at Wealth Management’s EDGE Conference to share our steps for success. “We get asked about our secret sauce all the time. There are a number of factors that contribute to Summit’s growth, including being a firm that is founded by advisors, run for advisors.” Additionally, “all of the resources that an advisor needs to not only be successful but attract high and ultra-high-net-worth clients are in place here at Summit.” 💡 Listen in to hear how Summit’s focus on advisor success leads to growth: https://lnkd.in/eMzdBXTf
Summit Financial's 'Secret Sauce' for Growth: Ed Friedman
financialadvisoriq.com
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🧑💻 As technology and AI evolve, new tools offer advisors streamlined workflows and enhanced operational efficiency. Tech adoption, however, requires broader buy-in. Our Director of Growth and Business Development Ed Friedman shares with Financial Planning how he works closely with Summit’s advisors to conduct user testing prior to firm-wide adoption, garnering feedback to ensure the technologies Summit onboards can always meet the unique needs of our team. In this story, Rachel Witkowski further explores how advisors can optimize technology selection and implementation: https://lnkd.in/eAxApzZK #SummitStong #ElevateYourExperience #WealthManagement
How to get advisors to use new tech: Test it on them first
financial-planning.com
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Big day for the Summit Financial family as we celebrate several advisors who were recognized in AdvisorHub’s 1000 Advisors to Watch List!🎉 Join us in congratulating: 🏆200 RIAs To Watch: Daniel P. Murphy, CFP® & Great Lakes Private Wealth 🏆100 Fast-Growing Advisors To Watch - John LeRoy, CFP ® 🏆100 Fast-Growing Advisors To Watch - Monish Verma, CRPS® 🏆100 Solo Advisors To Watch - Larry Bell 🏆100 Solo Advisors To Watch - Christopher Stappas, J.D., CFP® 🏆250 Advisors To Watch (Under $1B): Joseph W. Spada, CFP® 🏆250 Advisors To Watch (Under $1B): Kenneth D. Durfee, CFP® 🏆250 Advisors To Watch (Under $1B): David Weinerman 🏆250 Advisors To Watch (Under $1B): Nicholas J Houmis, CFP® Every day, we see our financial advisors go above and beyond to serve the needs of their clients. Today, we could not be more pleased to see that hard work acknowledged. Check out the full set of advisors to watch and methodology here: https://lnkd.in/es6tKEek #SummitFinancial #ElevateYourExperience #WealthManagement
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ICYMI: The addition of SRM Private Wealth marks the eleventh firm to join Summit this year, and we have no plans on slowing down! Looking ahead, we couldn’t be more excited to help advisors like Richard McWhorter achieve their goal of independence through the Summit Growth Partners custom capital model. “What drew me to Summit was its powerhouse of resources designed to accelerate our growth,” said McWhorter. 📰 Read more about Richard's decision to breakaway and join Summit from Kenneth Corbin in Barron's Advisor: https://lnkd.in/ev-t7wEb #SummitStrong #PathwaytoIndependence #PartneredIndependence
$1.9 Billion Team Leaves Merrill Lynch to Go Indie With Summit Financial
barrons.com
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🚀 We're proud to announce the launch of the newly independent practice SRM Private Wealth, a $1.9B breakaway team from Merrill Lynch. Headquartered in Pasadena, California and led by Richard McWhorter, the team specializes in servicing UHNW clients. In a recent interview, our CEO Stan Gregor shares more about the team's dedication to its clients. "I don’t believe you can have as big a business as Richard has if you’re not providing exceptional care, client service and exceptional solutions. I’ve been around long enough to know that’s not luck, that’s something that is earned." 📰 Read more about Richard's strategic decision to join Summit from Sam Bojarski in Citywire RIA: https://lnkd.in/egY5tawe #SummitStrong #PathwaytoIndependence #PartneredIndependence
Summit snags $1.9bn Merrill breakaway
citywire.com