About Us

You will recall that Summit Financial is one of the preeminent independent financial planning firms in the NY/NJ metropolitan area. Summit is privately owned; We do not manufacture investments or market proprietary products. Our open architecture enables us to provide objective investment advice and deliver the best of breed managers and products. The independent nature of our firm enables us to be unbiased in recommending financial products. Summit specializes in assisting high net worth, high-income clients (closely held family business owners, highly paid executives, Wall Street professionals and retirees). In 2023, Summit was ranked by both Barons and Forbes as one of the top independent RIA firms in the country. Our practice specializes in assisting Service Academy Graduates and Veterans with their finances.

Forbes|SHOOK Research ranking of America’s Top RIA firms. Ranking awarded in October 2023 based on data as of 12/31/2022. Full story here www.forbes.com. Barron's Ranking of America's Top 100 RIA Firms. Ranking awarded in September 2023 based on data as of 3/31/2023. Full story here https://www.barrons.com.