Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as suc ... cessful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries. Our approach to strategic and coordinated financial planning for wealthier clients consists of assembling a team of highly qualified professionals responsible for needs analysis, developing, presenting and implementing a program tailored for a client’s long-term objectives. We draw on the resources of our in-house, multi-disciplined professional staff made up of CPAs, tax attorneys, CFP® Professionals, estate, insurance and benefits consultants, investment advisors and administrative support staff. Summit Financial, LLC, an SEC registered investment advisor, a wholly owned subsidiary of Summit Financial Holdings, established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983). Summit Financial LLC is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit Financial, LLC, or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, legal or any other advice. read more