A journey of a thousand miles begins with a single step. A relationship with Summit starts with a single conversation.

We adopt a consultative approach at the earliest stage of every client engagement. We want people we connect with to feel that their interaction with us is worthwhile, enlightening, and represents time well spent

Achievement takes many forms – and collaboration across our divisions yields greater benefits for our clients.

Both across our divisions and in our client relationships, we promote a culture of collaboration based on high professional standards and consistent service delivery. The daily interactions that take place among our experts and with our clients’ advisors create benefits for clients who work with an individual division or entrust us with multiple lines of business.


When it comes to working with us, our clients take the long view. So do our employees.

In a world where markets fluctuate and certainty is elusive, we maintain that emphasizing the long view over short-term gain improves the quality and performance of our plans, investments, and client relationships.

Because achievement comes in many forms

Summit Financial is now part of HUB Internataional
Managing Retirement
Benefits in Today’s
Economy

Employees and employers, now more than ever, need to take the appropriate steps to ensure that prudent decisions are made.

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Revenue Sharing Impacts Company Retirement Plans

Revenue sharing and its impact on plan participant accounts continues to be a hotly discussed topic within the retirement plan industry.

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Creating Competition through Limited and
Tiered Provider Networks

Insurers and health plans are exploring new ways to drive consumer and provider behavior.

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Check the background of Commonwealth Financial Network with BrokerCheck by Finra
January 2020 | Retirement Plans
The SECURE Act: What it Means for your Company's Retirement Plan

A bill that comprehensively reshapes the realm of employer-sponsored retirement plans for employers and employees alike has been passed into law.

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November 2019 | Retirement Plans
IRS Announces 2020 Pension Plan Limits

The Internal Revenue Service recently announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for Tax Year 2020.

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July 2019 | Market Updates
Market Update for the Quarter Ending June 30, 2019

June’s gains offset May’s declines, leading to positive quarterly performance of 4.30 percent for the S&P 500, 3.21 percent for the DJIA, and 3.87 percent for the Nasdaq.

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January 2019 | Retirement Plans
Improving Employee Retirement Preparedness Gives Employers Financial and Recruiting Advantage

When participants can’t afford to retire, their employers bear the costs, like heftier wages combined with steeper healthcare and workers’ compensation liabilities. It also makes it more difficult to win the battle for tomorrow’s new talent. The solution lies in better retirement plan design.

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December 2017 | Employee Benefits / Retirement Plans
Hub International Acquires the Assets of Summit Financial Corporation

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September 2017 | Financial Planning
Debunking the Myths of Financial Planning

In many cases, what you might think about the world of financial planning, or about the role of financial advisors, does not necessarily match the reality.

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February 2017 | Financial Planning
What You Need to Know About Exchange-Traded Funds

Exchange-traded funds (ETFs) have grown in popularity, drawing investors’ interest with low expenses, diversification, trading flexibility and tax efficiency.

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January 2020 | Market Updates
Market Update for the Quarter Ending December 31, 2019

What a difference a year can make. At the end of 2018, markets were selling off due to political concerns, and the year finished on a sour note. But 2019 had a significantly better ending for investors.

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October 2019 | Market Updates
Market Update for the Quarter Ending September 30, 2019

U.S. markets had a positive September, which helped offset volatility earlier in the quarter.

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April 2019 | Market Updates
Market Update for the Quarter Ending March 31, 2019

For the third month in a row, all three major U.S. equity markets were positive for the month.

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November 2018 | Retirement Plans
IRS Signals Openness to Student Loan Repayment 401(k) “Match”

Employers are struggling to help their employees address the burden of student loan debt without sacrificing retirement savings. The IRS recently showed a willingness to remove one hurdle to address this issue through a retirement plan.

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December 2017 | Retirement Plans
The Rise of the Cryptocurrencies

Bitcoin is a digital currency that allows for the transfer of payment between two parties, without the help of a bank—and without government oversight.

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August 2017 | Retirement Plans
Passive vs. Active Funds

What’s the best choice for you?

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December 2016 | Retirement Plans
Using the Income Replacement Ratio to Measure Plan Health

A common challenge for sponsors of defined contribution retirement plans is measuring the success of their plans in meeting their employees’ future needs.

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