Business Wire

Summit Financial Finishes 2024 Strong with Minority Stake in Gordon Asset Management, Representing Over $1.3 Billion in Combined Advisory and Retirement Plan Assets

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 ...
InvestmentNews

Summit lands minority staking deal with $1.3B Gordon Asset Management

Just when it looked done with deals for 2024, Summit Financial made another move in the Southeast – and it's a doozy. On Wednesday, Summit announced a minority investment in Gordon Asset Management, a ...
InvestmentNews

Summit Financial and The Wealth Alliance unveil strategic growth partnerships

Two East Coast RIAs have forged new strategic partnerships to drive their growth through inorganic expansions. On Friday, Summit Financial announced has taken a stake in Genex Consulting, a $700 ...
WealthManagement.com

Summit Stakes $830M New Jersey RIA

Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, has taken a minority stake in Gateway Advisory, a New Jersey-based RIA with $830 ...
WealthManagement.com

Summit Financial Stakes 2 RIAs With $470M in Assets

Summit Financial, a Parsippany, N.J.-based registered investment advisor backed by Merchant Investment Management, announced that advisors from BFG Wealth and Canon Capital Wealth Management joined ...