In 1987, we began operating as a small brokerage firm mainly focused on employee benefits.
Today, Summit Financial Group is a nationwide, full-service financial services and executive consultation conglomerate with offices and affiliated partners coast to coast. We serve companies and organizations by providing them with exceptional insights and counsel pertaining to every aspect of the human resources and risk management spectrum; group and executive benefits, property and casualty insurance, and benefits administration. For individuals, we provide financial planning and advisory, wealth management and a complete line of insurance coverage.
Our culture is shaped by a collective heart for service. Our performance is fortified with experience, proficiency, and the most advanced technologies available. Our clients’ satisfaction and loyalty are everything.