Dakota
Dakota
Book a Demo
Talk to an Expert

Summit Financial, LLC

EST. AUM
$26,348,347,965

CONTACTS
8

CLIENT ACCOUNTS
40,628

Firm Details

Metro area New York City
CRD Number 299322
Website summitfinancial.com
Client types

Overview

Summit Financial, LLC, established in 1982, provides comprehensive fee-based financial planning services to high net worth individuals, including successful business owners, Wall Street executives, and prominent figures from the entertainment and sports industries. The firm employs a strategic and coordinated approach to financial planning, assembling a team of highly qualified professionals who conduct needs analysis and develop, present, and implement tailored programs aligned with clients' long-term objectives. Summit Financial leverages the expertise of its in-house, multi-disciplinary staff, which includes CPAs, tax attorneys, CFP® professionals, estate and insurance consultants, investment advisors, and administrative support personnel.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy