Summit Financial, a preeminent financial planning and wealth management firm, today recapped a historic year of strategic execution and growth in 2025, while outlining ambitious plans to accelerate ...

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm with more than 40 years of experience* providing market-leading, multi-family office services that ...

Summit Financial (“Summit”), a preeminent investment advisory firm empowering financial advisors to optimize business growth and deliver sophisticated family office services, announced an investment ...

Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, announced that advisors from BFG Wealth and Canon Capital Wealth Management joined ...

Investment advisory firm Summit Financial has invested in Gateway Advisory, a New Jersey-based firm managing $830m in assets.

Summit Financial, a Parsippany, N.J.–based registered investment advisor backed by Merchant Investment Management and overseeing around $9 billion in client assets, has made a non-controlling, ...

ALEXANDRIA, Va., Oct. 2, 2023 /PRNewswire/ -- Burke & Herbert Financial Services Corp. ("Burke & Herbert") (NASDAQ: BHRB) and Summit Financial Group, Inc. (SMMF) today announced the submission of ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. This year’s conference will bring together a diverse group of ...

Post-Audit Playbook Summit brings together top accounting minds to share real-world lessons, practical frameworks, and AI-powered solutions. FinQuery, a leading provider of AI-powered accounting ...