Summit Financial finishes 2024 strong with minority stake in Gordon Asset Management, representing over $1.3 billion in combined advisory and retirement plan assets
Summit amplifies presence in the Southeast, bolstering expertise in qualified retirement plans PARSIPPANY, N.J. — (BUSINESS WIRE) — Summit Financial (“Summit”), a preeminent investment advisory firm with over 40 years of experience* providing market-leading, multi-family office services that empower financial advisors