Summit Financial

💡Want to know what it takes to not only attract, but also retain top talent in the next generation? At Wealth Management EDGE, Summit Financial's Director of Growth and Business Development, Ed Friedman, connected with Brianna Monsanto to discuss the critical factors for attracting and retaining next-gen advisors. One of the most important factors? Technology. “If you want to attract a G2 advisor and you want to make them effective, you must hold the mindset as a firm that you have to be embracing technology. And what technology you used five years ago is not necessarily the technology that's going to get you through the next five years.” 📽️Hear all of Ed’s insights about next-gen advisors from Financial Advisor IQ here: https://lnkd.in/e4HkTUtp #SummitFinancial #WealthManagement #ElevatedIndependence #NextGenAdvisors 

Back to school is just around the corner! Now is the perfect time to set up your child's 529 account. Start funding your child's education today! Learn more here: https://lnkd.in/eYE8vSuY The Summit Financial team wishes you and your family a happy and healthy school year! 

Growth mode! 📈   In the latest Big Q column from Barron's Advisor, Steve Vujevich, Founding Partner at Advocus Private Wealth, discussed Summit’s impact on Advocus’ trajectory. 👏 Vujevich spoke with Steve Garmhausen about how Summit supported Advocus’ growth amid a slowdown. This included access to Summit’s depth of resources and professional strategy experts. Read the full story about Steve’s growth journey here: https://lnkd.in/e3HrA-q7 #SummitFinancial #ElevatedIndependence #WealthManagement

As advisor recruiting continues to heat up, how does Summit ensure consistent growth? In a recent video interview with Financial Advisor IQ, Director of Growth and Business Development Ed Friedman reveals culture is king. “You have to be very careful that you’re not growing so fast that you lose the fiber of what made you a great firm to begin with…you run the risk of ripping apart a little bit of that culture that has been so important to the success of the firm. Whether it's minority investment or full acquisition, you have to be able to pay homage and honor what has been the legacy of the firm to that point while fully understanding that you need to grow.” Hear all of Ed’s tips to maintaining company culture and strategic alignment in the midst of exceptional growth: https://lnkd.in/ezaeZp8y #SummitFinancial #WealthManagement #ElevatedIndependence

Great to see our interns at their final Lunch and Learn series of the summer. Coming together weekly to collaborate ideas and learn from the best of Summit! The hard work and dedication from this class of interns did not go unnoticed. We thank you all for a great summer. Looking forward to seeing all that they achieve!  Jack Keller (University of Delaware), Brandon Weinerman (Penn State University), Ethan Wigder (Penn State University), Brett Spada (Wake Forest University), Michael Shannon (Indiana University Bloomington), Anthony Volpe (Worcester Polytechnic Institute), Jake Bell (Providence College), Tyler Hoke (Quinnipiac University), James Caban (Manhattan College), Juliet Stempler (University of Wisconsin-Madison) Not pictured: Kate Johnston (Boston College), Cameron Kaplan (University of North Carolina at Chapel Hill), Katie Leary (College of Charleston), Samantha Matin (Elisabeth Haub School of Law at Pace University) #SummitFinancial #internship 

🎉#1! Congratulations are in order for our Director of Growth and Business Development Ed Friedman, whose “Wirehouse Liberation: The Economics of Independence for Advisors” piece was ranked first in Wealth Solutions Report Top 10 Articles of the First Half of 2024! Summit’s dedication to supporting the growth of advisors and helping them on their paths to independence influences Ed’s piece, as he outlines the benefits of an independent model and the value it holds for advisors and clients alike. We are proud to continue our four-decade legacy, leading the charge on what true partnership looks like. To learn how Summit approaches advisor partnership, check out Ed’s byline: https://lnkd.in/gzyFgakY #SummitFinancial #WealthManagement #ElevatedIndependence 

Calling all car aficionados! Thank you to everyone who attended our 1st Annual ‘Cars at Campus Drive’! The weather was picture perfect for friends and colleagues to come together and enjoy their shared passion. At Summit we take pride in fostering relationships with our colleagues, whether in or out of the office. We look forward to growing this event for many years to come…join us next year! #SummitFinancial #ElevateYourExperience #WealthManagement

🎉 👏We are thrilled to announce that Summit has been recognized in Financial Advisor Magazine’s 2024 Top RIAs Ranking for assets greater than $1 billion! For more than 40 years, Summit Financial has been delivering comprehensive financial advice via an elevated client experience. By utilizing this strategic approach, Summit advisors remain a trusted partner to their clients, helping protect and grow their wealth for generations to come. Today, we couldn’t be more excited to celebrate this continued hard work and dedication. View the full list of rankings below. #SummitFinancial #ElevatedIndependence #WealthManagement FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to it by firms that voluntarily complete and submit FA’s survey by it’s deadline. FA does it’s best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and provide financial planning and related services to individual clients. Firms must have at least $500 million in AUM as of December 31, 2023, to be included in the print edition of FA magazine’s 2024 RIA survey. FA’s ranking comes at no cost to Summit Financial.

What’s the secret sauce to Summit’s recent growth you ask? 🤫 Our Director of Growth and Business Development, Ed Friedman, connects with Brianna Monsanto at Wealth Management’s EDGE Conference to share our steps for success. “We get asked about our secret sauce all the time. There are a number of factors that contribute to Summit’s growth, including being a firm that is founded by advisors, run for advisors.” Additionally, “all of the resources that an advisor needs to not only be successful but attract high and ultra-high-net-worth clients are in place here at Summit.” 💡 Listen in to hear how Summit’s focus on advisor success leads to growth: https://lnkd.in/eMzdBXTf

🧑💻 As technology and AI evolve, new tools offer advisors streamlined workflows and enhanced operational efficiency. Tech adoption, however, requires broader buy-in. Our Director of Growth and Business Development Ed Friedman shares with Financial Planning how he works closely with Summit’s advisors to conduct user testing prior to firm-wide adoption, garnering feedback to ensure the technologies Summit onboards can always meet the unique needs of our team. In this story, Rachel Witkowski further explores how advisors can optimize technology selection and implementation: https://lnkd.in/eAxApzZK #SummitStong #ElevateYourExperience #WealthManagement