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Summit Financial Group, Inc. is a privately held National Employee Benefits and Wealth Management Planning firm. Established in 1987, Summit has offices in Texas, Connecticut, New Jersey, Oklahoma, Colorado and Arkansas. Summit Consolidated Group is the Holding Company for Summit Financial Group and several other sister companies.

Since 1987, Summit has grown from a start up Employee Benefits and Executive Consulting firm to now serving over 600 clients ranging from small and medium size closely held companies to larger private and public companies. Additionally, we provide financial services and wealth management strategies for individuals working for our corporate clients.

Summit operates as an Independent Brokerage firm. We have no contractual obligations nor do we have any production requirements with any insurance company or service provider. Summit is a Benefits Advisor utilizing a consultative planning approach. Our “Integrated Approach” to planning, positions our firm uniquely in this industry.

Summit Consolidated has strategic alliances with national partners for the benefit of our clients. The Summit fleet of companies handles employee benefits for strategic partner clients across the country.

The Summit team, partners with clients—in an effort to differentiate itself from the competition. Summit is committed to inventing, developing, and supporting new technologies and processes that benefit our clients.

(see www.benefitserver.com/demo)

Service and communication are cornerstones of the “Summit” culture. Summit is a highly diversified, yet integrated organization that affords corporate America the opportunity to enjoy “one stop shopping”.