Summit Financial Advisors

Each relationship begins with our commitment to learn about our clients, their needs, and their ambitions. Only then can we perform the analysis necessary to recommend proper action steps. Our goal is to educate clients so they understand their financial picture, and implement solutions that match their priorities and resources.

In today’s marketplace, media coverage and massive amounts of information are often mistaken for wisdom and perspective. As markets, financial products, and tax laws become more complex, we believe clients are best served by having a comprehensive financial plan created and monitored by competent, caring professionals. We aim to be the trusted resource for our clients, and earn that distinction by consistently doing what is in their best interests.

Certain individuals associated with Summit Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Summit Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Summit Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.