F I R M N E W S,
E V E N T S, & A W A R D S
We are proud to be named to Forbes America’s Top RIA Firms for 2025: Forbes Top RIA Firms: Summit Financial
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Summit Financial Relocating Lafayette Headquarters To Better Accommodate Firm's Growth Plans
Lafayette, LA (2 December 2020)
Summit Financial Wealth Advisors, one of the largest independent wealth management firms in Louisiana, today announced it will be relocating to a larger office in Lafayette to accommodate growth plans.
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Homegrown Talent Takes on Expanded Role at Summit Financial
Monroe, LA (17 November 2020)
Summit Financial Wealth Advisors, one of the largest independent wealth management firms in Louisiana, today announced that one of its homegrown leaders is taking on an expanded role to enhance the firm’s service offerings.
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Additional Financial Support Available for Louisiana Small Businesses
Lafayette, LA (27 July 2020)
Summit Financial Wealth Advisors, an independent wealth management firm in Louisiana, reminded businesses today that relief funds for those impacted by the COVID-19 pandemic remain available at the local, state and federal government levels.