Summit Financial Group, Inc. (SMMF)

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, a preeminent financial planning and wealth management firm, today recapped a historic year of strategic execution and growth in 2025, while outlining ambitious plans to accelerate performance in 2026. 2025: A Defining Year of Growth and Scale 2025 was a milestone year for Summit—a year where the firm turned strategy into action and positioned itself for the next level of growth. Summit's enterprise expanded rapidly, with assets growing approx.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, a national investment advisory firm helping independent advisors scale through capital, integrated technology, and family-office services, today announced a minority-interest investment in Ivy Wealth Management. The partnership adds more than $500 million in client assets and deepens Summit's presence in the Northeast. Ivy Wealth Management is led by President Brad Ingegneri, CFP®, CRPC®, AIF®, who founded the West Warwick, R.I.-based firm in.

PARSIPPANY, N.J.--(BUSINESS WIRE)--As a wave of private equity investors floods the wealth management space pursuing acquisitions, Summit Financial, a $23 billion wealth management firm dedicated to empowering RIA growth, says advisors considering selling a minority stake to unlock growth must take care to find a buyer that shares their long-term goals and values. Amid a sweeping wave of mergers and acquisitions, minority purchases are increasingly popular among independent advisors. Echelon Pa.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial climbed 15 spots to No. 35 on the Barron's 2025 Top 100 RIA Firms list.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm empowering advisors to deliver family office services and optimize business growth, today announced the addition of eight wealthtech tools to its integrated technology ecosystem as well as plans for ongoing exploration of new, innovative solutions. These latest tools — spanning the spectrum of AI-powered lead generation, digital marketing automation, client service technology, and M&A oppor.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm empowering advisors to deliver family office services and optimize growth, in collaboration with Merchant Investment Management, LLC ("Merchant"), has announced strategic investments in four new partner firms – Crow Financial Advisors, Everest Consultants, Heritage Wealth Partners, and LPF Advisors. These additions highlight the strength of the Summit-Merchant partnership, which continues to fu.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm empowering financial advisors to optimize business growth and deliver sophisticated family office services, announced an investment in Parsons Broach Financial Services (“Parsons Broach”) to further accelerate its growth momentum. Summit made the strategic investment through its innovative partnership model, Summit Growth Partners. Since early 2024, Summit has invested in 26 firms led by growth.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, LLC (“Summit”), a preeminent investment advisory firm with over 40 years of experience providing market-leading technology, financial planning, insurance and wealth management services that help clients achieve their financial goals, today announced that Joseph Spada, CFP® has been named the firm's 2024 Leading Financial Advisor for an unprecedented 27th consecutive year. Spada's consistent recognition as a leading financial advisor reflects.

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 to accelerate growth, today announced Gateway Advisory (“Gateway”) is the latest firm to join its expanding network. This marks Summit's 21st strategic investment since the start of 2024, reinforcing its status as a premier partner for forward-thinking advisory firms seeking.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a preeminent investment advisory firm, in collaboration with Merchant Investment Management, LLC ("Merchant"), today announced that Genex Consulting ("Genex") has joined its network, marking Summit's first investment of 2025. This collaboration highlights the strength of the Summit-Merchant partnership as they take a stake in Genex, a $700 million wealth management firm. As Summit approaches $20 billion in assets under advisement,.

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 to accelerate growth, today announced that Midway Wealth Partners (“Midway”) has joined its network. Summit's innovative partnership model Summit Growth Partners (“SGP”) has strategically invested in Midway, bringing its total strategic investments to 17 for the year. Midway.

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 to accelerate growth, today announced that advisors from three firms—Southeast Financial Group (“SEFG”), Radiance Private Wealth (“Radiance”) and Silvertree Retirement Planning (“Silvertree”)—have joined its network. Summit's innovative partnership model Summit Growth Partner.

ZURICH, June 21, 2024 - At the inaugural ETP Summit in Zurich last week, leading financial experts called for a paradigm shift in portfolio management, recommending a 3-5% allocation to digital assets in what they term "Portfolio 3.0".

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial Holdings (“Summit”), an innovative leading architect of advisor success and client satisfaction for over four decades, today expands its national footprint with the launch of SRM Private Wealth (“SRM”). Headquartered in Pasadena, California, this newly formed independent practice is led by managing partner and private wealth advisor Richard McWhorter, CFP®, CRPC® and is the eleventh firm this year to join Summit Growth Partners (SGP), Summit's.

PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial Holdings (“Summit”), a leading architect of advisor success and client satisfaction for over four decades, today announced the launch of Kyros Private Wealth (“Kyros”). Headquartered in Naples, Florida, this newly formed independent practice is led by founding partner and private wealth advisor William E. Clegg IV, CFP®, CIMA. Formerly affiliated with UBS as The Clegg Group, Kyros represents the sixth firm in 2024 to join Summit Growth Partner.

ALEXANDRIA, Va. , April 26, 2024 /PRNewswire/ --Burke & Herbert Financial Services Corp. (the "Company" or "Burke & Herbert") (Nasdaq: BHRB) reported financial results for the quarter ended March 31, 2024.