Our Story

Summit Financial Group, Inc. is a privately held, national financial services conglomerate headquartered in Dallas, Texas. Our offices and service areas are located all across the nation, from coast to coast.  

We provide the complete spectrum of employee and executive benefits, property and casualty risk management, wealth management and total human resources solutions. We deploy teams of relationship managers, advisors, specialists, financial strategists and benefits administrators within a seamless, consultative collaboration. We analyze, evaluate, prescribe, support and service every aspect of protecting and growing assets, businesses and lives.  

Thank you for your interest in Summit Financial Group. We would be honored to serve you.

To learn more about the background of our investment professionals go to  FINRA’s BrokerCheck



Staying at the forefront of this always changing industry and understanding its complexities is the continuing goal of Summit. Further, it is our mission to be leaders not just of the industry, but in our communities and to our people as well.


Our clients look to us not just for financial solutions, but for assurance as well. Though we will continue to grow, our absolute dedication to the service and support of our clients will never change.