75. Summit Financial Strategies
October 10, 2019 at 09:57 AM EDT
Summit Financial isn't your typical financial planning firm. There are no outdated, cookie-cutter investment management practices here. Everything — from fees to philosophy — is fundamentally different, and the company is loyal to just one goal: meeting each client's individual needs. From the beginning, the firm has been all about relationships. Summit Financial forms lifelong partnerships with their clients and often works with the whole family.