NPI Competitors

Summit Financial, LLC ("SF") an independent investment advisory firm is proud to continue a 4-decade legacy helping advisors elevate their businesses and deliver robust client experiences. We empower advisors and clients with first-class resources, including our fully integrated platform of top-tier services, thought leaders & innovative technology. Our advisors provide objective advice, financial planning, and investment solutions to families & individuals, family offices and select institutions. Our Professional Strategy Team of planning, insurance, and investment experts are committed to helping advisors and clients optimize results together. Summit Financial Holdings, LLC’s affiliates include, but not limited to, Summit Risk Management LLC, Summit Advisory Services LLC, Summit Services IT LLC & Summit Growth Partners LLC. Investment advisory & financial planning services offered through SF an SEC Registered Investment Advisor est. in 2018, the successor firm of all legacy investment advisory and financial planning business of Summit Equities, Inc. (SEC regd. 1991) and Summit Financial Resources, Inc. (SEC regd. 1983). Insurance offered through Summit Risk Management, LLC. The views & opinions expressed on this page are solely those of the author. SF is not affiliated with LinkedIn, Inc. Any external URLs, links or websites mentioned are unaffiliated with SF. Neither SF or its affiliates endorse 3rd-party products and services or their privacy & security policies. You should review any 3rd-party's policies and terms. We have not verified the information/opinions found on 3rd-party websites, nor do we make representations as to accuracy/completeness. We do not recommend any security, service, or product or provide investment, tax, or other advice. We cannot except endorsements & recommendations. Merchant Wealth Management Holdings 3, LLC is a majority owner of Summit Financial Holdings, LLC.

Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States. We provide full-service financial planning, including fee-based asset management, qualified plan design and implementation, and wealth management for high net worth individuals. Prime Capital Financial’s team-based approach is deeply committed and personalized to our clients’ unique goals, drives the businesses’ growth and is the foundation of the company culture. Our individualized attention ensures clients’ needs always come first. Prime Capital Financial's advisors and associates, including in-house ERISA attorneys, CPAs and CFAs, bring great credentials and experience to a team that has created one of the largest independent financial firms in the Midwest. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

Synergy Financial Partners (SFP) is an independent financial services company dedicated to changing the way Americans plan for the future. By offering innovative concepts and products for its customers as well as an entrepreneurial driven opportunity for its associates, SFP is the emerging leader in the financial services industry. We believe a company represents a “culture.” At Synergy Financial Partners our culture is based on the coming together of people around a common set of values, beliefs, and purpose. It’s more than products and services, or commissions and income. It is about sharing a common cause. It is about our customers and our associates achieving peace of mind. Our purpose is to inspire individuals, families, and businesses to seek the wellbeing and security that comes from being prepared and able to survive the financial challenges and emergencies, thereby offering them the peace of mind to live their life to its greatest potential. Our goal is to connect with people who believe what we believe, and then to work shoulder to shoulder with them in pursuit of a common goal; building a business that gives families the peace of mind that comes from knowing that you have a sound financial plan in place. If these values and ideals resonate strongly within you, then Synergy Financial Partners is for you!