Summit Financial Working With People You Trust

Overview

Summit Financial Working With People You Trust is an independent RIA organized as an LLC and registered with the SEC in 2022. The firm serves both individual and family clients alongside institutional relationships, operating as a capital allocator that hires third‑party managers where appropriate. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Fee arrangements include percentage‑of‑AUM billing along with hourly and fixed fees. Summit reports it is not an active ESG investor and does not market itself as a multi‑state adviser or pension consultant. The firm also lists an insurance company affiliation.

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Location & Offices