No matter where you are in your financial journey, we endeavor to take you to the next level.  We can help prepare your tomorrow by planning today.  We work with our clients to develop investment strategies that align with their personal goals.  

At Summit Financial Group, we provide professional assistance in the following areas:


  • Common Stock
  • Mutual Funds
  • Exchange-Traded Funds
  • Bonds
  • Alternative Investments
  • Indexed Annuities
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Variable Annuities


  • Retirement Planning
  • 401k Rollovers
  • College Funding
  • Estate Planning


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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Securities offered through LPL Financial 

Summit Financial Group is Independent of LPL Financial 

The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.