Summit Financial Completes Significant Investment in Advising

Summit Financial Enhances Its Advisory Network

Summit Financial, a leading investment advisory firm with more than four decades of expertise, has recently announced a noteworthy collaboration with Gordon Asset Management. This partnership marks a significant expansion of Summit's capabilities, with both firms aiming to leverage their strengths for mutual benefit. Through this strategic alliance, the combined assets under management and advisory services soar to approximately $1.3 billion, illustrating the robust growth potential for both parties involved.

The Strength of the Partnership

By integrating Gordon Asset Management into its cooperative framework, Summit Financial extends access to an array of investment strategies and resources that benefit from shared expertise. Gordon, maintaining its operational autonomy along with its core leadership team, stands to gain considerably from Summit’s resources, including in-house legal advisors and financial planners. SGP, Summit’s growth-centric subsidiary, is dedicated to fueling this partnership with supplemental capital, showcasing an unwavering commitment to sustainable development and collaborative success.

Leadership Collaboration

Joe Gordon, the founder of Gordon Asset Management, embraces this partnership as a testament to his firm's service model. With an emphasis on retaining leadership and control, Joe, along with partners Todd Zempel and Glenn Moore, continue to drive the company forward, preserving their operational identity while enhancing service capabilities. Their belief in this partnership illustrates a shared vision for accelerated growth, envisioning an even stronger support network for their clients.

Innovative Services and Benefits

This collaboration promises to broaden the scope of services offered to clients significantly. With a focus on advanced technology utilization and enhanced management practices, both firms aim to provide tailored, impactful financial solutions. Gordon’s extensive knowledge in qualified retirement plans complements Summit’s already diverse offerings, creating unique value propositions for their clientele.

The Future of Financial Planning

As Summit continues to refine its service offerings, the strategic investment in Gordon Asset Management serves not only to augment their financial planning capabilities but also to reinforce their commitment to independence in the advisory field. This merger positions both firms to tackle complex financial landscapes together and navigate the intricacies of wealth management, focusing on delivering substantial outcomes for clients.

A Legacy of Excellence

Summit Financial’s commitment to offering solid, independent financial planning reinforces its mission of empowering advisors and clients alike. Known for its thorough, personalized approach, the firm continues to adapt and innovate within the financial industry. Their platform, SummitVantage™, is designed to equip financial professionals with the essential tools and resources required for sustained growth.

Enhancing Client Experiences

The union with Gordon Asset Management further exemplifies Summit Financial's philosophy of putting client interests first. Together, they aim to create a holistic ecosystem where innovative financial solutions are readily available, supporting advisors in delivering exceptional client experiences. This merger aims to set a new standard in the investment advisory industry, directly addressing the evolving needs of clients.

About Summit Financial

With over 40 years of industry experience, Summit Financial specializes in empowering advisors and businesses to flourish while providing unparalleled client services. The firm is dedicated to fostering independence and leveraging its extensive resources to build a brighter financial future for individuals and organizations alike.

About Summit Growth Partners

SGP operates with a vision of supporting high-quality advisory practices through strategic investments. By aligning interests with advisors while providing valuable capital, SGP ensures that their partners can fully realize their growth potential.

Frequently Asked Questions

What is the purpose of the Summit and Gordon partnership?

The partnership aims to enhance advisory capabilities and expand resources, benefiting clients through improved financial solutions.

How much total assets do Summit Financial and Gordon Asset Management manage together?

Their combined assets exceed $1.3 billion, reflecting substantial growth in advisory services.

Who leads Gordon Asset Management?

Joe Gordon, alongside partners Todd Zempel and Glenn Moore, leads the company, emphasizing local control and client assurance.

What services will clients benefit from post-partnership?

Clients will enjoy a broader range of investment strategies, including access to advanced technology and enhanced retirement planning services.

How does Summit Financial ensure independence while growing?

Summit Financial prioritizes advisors' autonomy while providing resources and support to help them achieve long-term success and growth.

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