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Our Story

Summit Financial Wealth Advisors has been built on a strong foundation of financial specialty. Offering decades of combined experience, as well as some of the highest accreditations in the industry, we are prepared to deliver an extensive range of financial solutions designed to align with our clients' varied needs.

Making it Personal

Our clients are hard-working individuals, many of them self-made. We know our clients personally and think of them as our extended family. We are authentic, down-to-earth people who take great pride in earning our clients’ confidence every single day.

Seeking Reasonable Returns Without Undue Risk

As our firm has grown, our values-based approach has stood the test of time. Our first aim is always to preserve and protect your assets as we develop strategies to help you gain financial independence. You can count on us to always manage accounts in a tax-efficient, conservative manner.

Independent Investment Management

We have the resources to manage your investments and personalize portfolios to fit your needs. For most clients we manage portfolios within our team, allowing us to work cohesively to monitor and adjust your portfolios. By keeping portfolio management within our own team, we can better customize to align with client needs while operating in a more cost-effective manner.

A Tradition of Growth

Formed as an independent team within Legg Mason in 2003, Summit Financial has grown consistently over the ensuing years. We became a Focus Financial Partner Firm in 2014, a move that broadened our resources and services. Later, in 2015, we merged with FPL Asset Management in Monroe, LA and in 2019, with Massingale & Associates in Ruston, LA. These acquisitions have allowed Summit Financial to grow, making us one of the largest independent firms in Louisiana. We serve clients throughout the Gulf South region of the United States.

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