Strategic Financial Partners helps individuals, families, business owners and professionals develop expertly-tailored financial strategies. We provide the experience you need to use investment and insurance products confidently to create, preserve and distribute your wealth.
Our Vision: to excel in our role as one of the industry’s premier distribution organizations that is known for professional advisors who deliver holistic solutions through a process-driven approach.
Our Strategy:
Holistic Approach—Each Financial Services Representative is backed by a team of specialists in investments and insurance who bring different points of view to your financial affairs. This holistic approach can help you build a truly diversified portfolio of retirement, wealth management, asset protection and estate planning solutions.
Teams—We are known for our unparalleled commitment to building highly effective advisory teams. Advisors who are part of teams see client situations from multiple perspectives leading to more comprehensive planning and a higher quality client experience.
Culture—We are known for our entrepreneurial culture, a place where advisors come to build their practices by delivering advice and guidance tailored to meet the needs of individuals, families and small businesses.
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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). 949 South Shady Grove Road, Suite 300, Memphis, TN 38120. 901.767.5951.
Summit is a high-touch, boutique independent practice with more than 20 years of experience working with successful and happy advisors. We’re welcoming a community of like-minded peers available for sharing insights and best practices. We champion advisors with the resources and support you need so you can focus on what matters most: cultivating client relationships and growing your business.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm
Summit Financial Group LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
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