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Summit Financial Names Joseph Spada, CFP® its 2023 Leading Financial Advisor

/PRNewswire/ Summit Financial ("Summit"), a leading architect of advisor success and client satisfaction for over four decades, announced that Joseph Spada,.

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Oracle Private Wealth Joins Summit Financial

Summit Financial takes minority stake in 20-year-old $310M RIA firm

Summit Financial takes minority stake in 20-year-old $310M RIA firm
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Summit Financial Buys Stake in The Savvy Investor's East Coast RIA

Under its minority investment model, Summit will provide cash, equity and exclusive privileges to Prostatis Financial Advisors Group.

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25 tax tips for RIA M&A deals | Financial Planning

25 tax tips for RIA M&A deals | Financial Planning
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