O U R S T O R Y
For us, it’s simple:
the client comes first
Summit Financial Wealth Advisors began in 2003 with a simple promise: always put the client first. Founders Fred Werner and David Daniel believed financial success was more than just numbers—it was about relationships, trust, and helping people reach their long-term goals with clarity and care.
Over time, the firm grew—welcoming partners Todd Lambert and Mike Pharr in 2013, and expanding in 2015 through the acquisition of FPL Asset Management in Monroe. This move brought on C. Louis Ray and his expertise in ERISA retirement plans and value investing, broadening our reach and deepening our capabilities.
Today, Summit is one of Louisiana’s largest independent wealth management firms, nationally recognized for personalized service and comprehensive planning. Our mission remains the same: to build lasting relationships, offer thoughtful financial strategies, and help our clients navigate life with confidence.
WHAT IT MEANS TO BE A FIDUCIARY?
A fiduciary isn’t just a financial professional—it’s a trusted partner legally bound to put your best interests first. At Summit Financial, every recommendation aligns with your goals, your future, and your peace of mind.
We don’t answer to big institutions— we answer to you. As true fiduciaries, we uphold the highest standards of integrity, objectivity, and diligence, balancing risk and return to serve your life, your dreams, and your legacy.
At Summit Financial, your future isn’t just planned – it’s cared for.
