Summit Financials is an investment advisory firm with over four decades of experience in New Jersey. Nearly 50% of the advisors in our roster are currently making $1M-$6M annually.

Now you can too. Want to know how? By letting us partner with you! If you’re a good fit, we’d love to affiliate with you or purchase minority equity in your practice to help you grow, with 100% payouts, dividends, and NO strings attached.

This is the equivalent of a golden parachute where you still own your business and your clients in addition to accessing some of our best management personnel and support staff( CFAs, CFPs, CLUs, CPAs, tax attorneys, and insurance strategy teams).

There are numerous other benefits to partnering with us but I know it's a lot of information to take in and you’re probably teeming with a ton of questions already. I’d love to answer them over a call.

Go right ahead and https://www.audrawhisten.com/blog with me and I’ll be sure to reach out!