PA

As independent financial planners, we understand that each client has goals of preserving assets, realizing growth, transferring assets to heirs, while maintaining a certain quality of life... As a local independent firm, with a national presence, Summit partners with various respected resources, investment and financial institutions. Through our broker/dealer of LPL Financial, we offer an integrated platform of exclusive technology, and brokerage services... We are proud of our shared relationship with LPL Financial, one of the nation's largest independent publicly traded (Ticker: LPLA) broker-dealers and a leader in the retail financial advice market with approximately $958 billion brokerage and advisory assets according to LPL's most recent quarterly report on 03/31/2021.

Also known as: PA, SC

Primary location: Hunt Valley United States