About Us
History
Summit Financial began in 1993 as the vision of a benefits professional looking to build a new kind of benefits consulting firm, far better suited for a contemporary business climate. This vision has proudly grown into a firm that offers employee benefits, retirement plan consulting, administration, individual tax and financial planning serving clients nationally.
Today, we remain privately owned and fiercely committed to offering customized guidance and implementing the best solutions our industry has to offer. Our staff consists of some of the very best and brightest professionals in the industry, including Attorneys, CPA’s, AIFA’s, CLU’s, CPC’s, QPFC’s, QPA’s, QKA’s, MBA’s, and many other credentialed specialists. Despite our growth, we STAY true to our “boutique” roots, nimble and committed to doing whatever it takes to exceed your service expectations, yet large enough to successfully compete with and strive to “outperform” even our largest competitors.
Our client list has expanded to more than 350 local and national organizations. They’re our best advocates.