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Summit Acknowledged by Forbes as Top RIA Firm for 2023

Lafayette, La (November 30, 2023) – Summit Financial Wealth Advisors , a prominent independent wealth advisory firm in Louisiana, was pleased to be recognized by Forbes’ as a Top RIA Firm for 2023. This acknowledgement reflects the commitment and dedication of Summit’s entire team to delivering tailored financial solutions and service to its clients.

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October 25, 2022

NEW YORK, NY / ACCESSWIRE / October 25, 2022 / - Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Paul Guidry, an investment advisor based in Metairie, LA, has joined Focus partner firm Summit Financial Wealth Advisors, LLC ("Summit"), a registered investment advisor headquartered in Lafayette, LA.

Paul Guidry is an Investment Adviser Representative with Summit Financial Wealth Advisers.

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Summit Financial Announces Team Expansions

Lafayette, LA (July 27, 2022) Summit Financial Wealth Advisors, one of the largest independent wealth advisory firms in Louisiana today announced the addition of Chris Breaux and Kim Landry. 

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Summit Financial Wealth Advisors Featured in Citywire RIA's 50 Growers Across America

Louisiana isn’t necessarily known for financial planning and wealth management. But opportunities abound for growth-minded firms here...

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Summit Financial Wealth Advisors to buy larger office space in Oil Center

LAFAYETTE, La. — Summit Financial Wealth Advisors, a Lafayette-based independent wealth management firm, bought the space at 1021 E. St. Mary Blvd last month...

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Former Lafayette Mayor-President appointed to Louisiana Economic Recovery Task Force

LAFAYETTE, La. — Former Lafayette Mayor-President Joel Robideaux has been appointed as Vice Chairman of the Louisiana Economic Recovery Task Force that will help the state with economic recovery efforts after the COVID-19 pandemic.....

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Second Harvest Food Bank of Acadiana receives large donations as need increases

Second Harvest Food Bank has helped to feed families across Acadiana for decades. During the coronavirus pandemic, the food bank has seen a 40% increase in demand for emergency food assistance, meaning donations are especially important now...

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Financial firm raises more than $35,000 for Second Harvest Food Bank

A Lafayette financial firm has exceeded its goal by more than $10,000 to provide assistance to Second Harvest Food Bank of Acadiana...

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Acadiana newsmakers: Women's chamber names 4 to board

The Lafayette Women’s Chamber of Commerce has named to its board of directors Morgan M. Boggs, student liaison, University of Louisiana at LafayetteNanette LavergneNews 15Nancy RoySouthwest Louisiana Community College; and Emily ShuteLafayette Economic Development Authority....

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CB Now webinar: Funding Assistance

CityBusiness’ online forum on Sept. 2 focused on funding still available to businesses in the COVID-19 pandemic and some of the issues they have faced trying to access it...

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Louisiana’s ‘Main Street’ grant program relaxes rules

A program that offers grants of up to $15,000 for small business to reimburse their COVID-19 expenses has changed its application process to make it easier for more businesses to apply...

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COVID-19: Lafayette businesses received more than $530 million from 6,300 PPP loans

Businesses in Lafayette Parish received more than half a billion dollars in forgivable loans from the federal Paycheck Protection Program during the early months of the COVID-19 pandemic...

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Economic recovery taskforce vice-chair discusses policy recommendations for Louisiana

The Louisiana Economic Recovery Taskforce has been charged with coming up with policy recommendations for state legislatures amid the COVID-19 pandemic.

Joel Robideaux, a financial analyst who has previously served as the Mayor-President of Lafayette, is the Vice-Chair of the taskforce...

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Former Mayor-President Joel Robideaux to help lead Louisiana economic recovery task force

Former Lafayette Mayor-President Joel Robideaux will help to lead Louisiana's Economic Recovery Task Force working on sparking the state's economy...

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