Summit Financial Group

We are a national full-service benefits firm offering innovative and comprehensive solutions that cover the benefits, insurance and investments landscape. We are passionate about building relationships, providing experienced and thoughtful professional guidance that helps secure a healthy financial outlook.

At Summit, we work hard to be your trusted partner from the very start of our relationship. Combining process-driven strategies with a deeply consultative approach, we take the time to foster a trusting relationship, encouraging you to fully communicate your needs, goals, and objectives. We then work with you to design individualized benefit, insurance, and investment recommendations that will be of significant value to your organization and your employees.All companies have one thing in common-they want a best-in-class consulting firm that provides creative strategies and solutions with the company's best interest in mind.

There is no "one-size-fits-all" benefits solution. For decades, Summit has been creating benefits packages tailored to the diverse needs of organizations and individuals. As employers, you recognize that your employees' health and security is important to business productivity. Our qualified benefits specialists provide comprehensive and customized solutions that suit your organization and its most vital asset, your hard-working employees. Summit assists large, mid-sized, and small organizations, whether publicly held, privately owned, or non-profit.

Summit's philosophy for risk management is collaborative and relationship focused. Our specialists will take time to learn about and thoroughly understand your business so they can make thoughtful recommendations to best protect your business's assets and future. Beyond the creation of the initial risk management plan, our team is committed to building an ongoing relationship with your business and serving as a trusted advisor year over year, continually helping you manage risk in order to give your business an edge.