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Who Are We

Who Is Summit Financial Group?

Summit Financial Group is a financial consulting firm offering comprehensive services and dedicated to helping our clients build wealth and preserve their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients.

What Does SFG Do?

Summit Financial Group serves its clients with intensity, actively advocating their interests in the investment market place in order to help build investment programs. Our goal is to help potentially increase returns and help our clients reach financial independence.

Our independence enable us to establish working relationships with a number of industry leading brokerage firms, money mangers, administrators, and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs.

What Makes Us Different?

We strive to achieve what our name stands for:

Summit: The absolute highest point one may achieve

Financial: Money or other liquid assets to be invested

Group: A team of individuals determined to obtain a common goal

Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC.

Investment Advisory Services offered through Investment Advisor Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor.

Summit Financial Group is a membr of NFP Benefits Partners, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.