Reach new heights in your practice
The Power of Partnership
Summit Financial Group is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re a welcoming community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business.
For more than two decades, we’ve been a steadfast partner to advisors as they take the biggest step of their careers: becoming independent business owners. We offer a wealth of knowledge and depth of resources we believe you won’t find at other practices, along with a collaborative spirit and robust support as you navigate your unique journey.
When you join Summit Financial Group, you’ll have access to the resources you need to connect with clients, deepen existing relationships, and deliver a wide variety of products and strategies for your most sophisticated clients on day one – and this is only the beginning.
You know your clients best, and you should be able to serve them as you see fit. We’re here to support you every step of the way. No sales targets. No limit to your growth potential.
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Our practice is dedicated to helping people pursue their dreams – not just our clients but our advisors and the communities where we live. With the backing of robust technology, wealth management offerings, and operational support, you can take care of your clients as you see fit and grow your practice at your pace.
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From estate planning to investment management strategies to risk management and more, Summit offers the tools and technology required to meet the needs of your most sophisticated clients.
- Advisory support
- Financial planning
- Insurance and annuities
- Retirement services
- Access to advanced planning specialist
- High-net-worth resources
- Tax-planning resources*
*Raymond James does not provide tax or legal advice. Please discuss these matters with the appropriate professional.
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Summit’s specialists can help with every aspect of business management, including connecting with clients, streamlining your practice and, when you’re ready, identifying a successor.
- Practice optimization
- Organic growth opportunities
- Succession and acquisition planning
- Marketing and branding
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Our innovative technology solutions are built in collaboration with advisors to ensure a seamless experience for you and your clients, backed by 24/7 support and cybersecurity monitoring.
- Integrated tech for CRM, account opening, trading
- Financial planning software, eMoney*
- Powerful portfolio management, including trading and rebalancing
- Industry-leading reporting and analysis tools
- Office set-up tools; Microsoft Office suite
- Streamlined account opening
*eMoney is an independent organization and is not affiliated with Raymond James.
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Tap into our collective experience and collaborate with talented peers for continuous networking and growth opportunities. We want you to be the best advisor you can be.
- Weekly and monthly collaboration meetings
- Semi-annual advisor offsite educational meetings
- Various industry conferences and events
- Professional designation reimbursement
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From maintaining client accounts to growing your practice to mitigating risk, you’ll enjoy the support of Summit’s experienced administrative team so you can focus on delivering for your clients.
- Dedicated client service associate to assist with your practice and enhance client experience
- Committed trading resources to execute requests –rebalancing, systematic investments, withdrawals and various customized trading activities.
- Onsite compliance and supervision resources
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Our knowledgeable team of professionals are here to help provide a smooth transition with tailored strategies and support to set up your practice for success from day one.
- Capital to assist in the movement of your practice
- Dedicated transition liaisons
- Customized pre-boarding transition plan
- Dedicated administrative support
- Customized 90-day onboarding
Testimonials
“Summit has helped me grow from a college graduate with little knowledge of the financial services industry to a financial advisor with my own book of business in less than six years. This is due to the true abundance culture, the strong internal growth opportunities and Summit’s dedication to providing every advisor with the education for any form of practice they want to build.”
– Connor Merrigan, CFP®, Financial Advisor,RJFS
“As a working mother in the dynamic field of financial advising, I've discovered a wealth of benefits that complement both my professional and personal life. What further enhances this journey is the enriching experience of being part of a practice with other women advisors. Embracing diverse perspectives within our team has not only enhanced our collective knowledge but has also brought richness to our approach in serving clients.”
– Jeneen Slack, CFP®, CDFA®, Financial Advisor,RJFS
“The support I receive for trading, financial planning and admin has allowed me to focus my time on what I do best – advise my clients! Summit has a dynamic group of advisors who enjoy mentorship and collaboration. The family atmosphere makes my day-to-day experience enjoyable, and our regular collaboration has helped develop the skills necessary to grow my practice.”
– Kim Damiani, CFP®, Financial Advisor, RJFS
“Unselfish collaboration and team effort by a dedicated group of well-trained and educated advisors with the same goals. The energy around our mission and ability to share and trade best practices with this amazing group is priceless.”
– Steven M. Wilcox, CAP®, CFP®, ChFC®, Partner, Summit Financial Group, LLC, Financial Advisor, RJFS
