Nutter & Associates, Inc. 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.

Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families. We provide full-service financial planning and research driven investments, allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation. *We will never solicit money, investment instructions, or personal information via direct message (DM).

The things we do and services we offer aren’t for everyone. We aren’t financial advisors or accountants. We aren’t business consultants or human resources experts. What we are is a team of strategically savvy and well-rounded professionals that are adept at helping businesses endure. The word endure has a few different meanings — but for us, it means empowering a business to last through generational transition. The way we help businesses endure is through these three integrated services: • Wealth Planning and Transfer – Backed by wealth-preservation techniques, we design plans that protect our clients’ wealth and ensure the future receives the same level of priority as the present. • Business Acceleration – We are a sounding board for clients with ambitions to grow their businesses, and we have the know how to execute on that vision. • Human Capital Development – Being too close to the business can cloud one’s judgment when it comes to leadership development, so we work closely with clients on developing the next generation of leaders. Using best-in-class tools and proven methods, we help our clients assemble high-performing teams that can lead now and into the future. Headquartered in Allentown, Pennsylvania, we’re a boutique shop with big-time capabilities and a global network through an exclusive affiliation with M Financial. In fact, we’re one of only about 140 firms in the U.S., Canada and the U.K. that can tout that claim. Cornerstone Advisors is proud of our Lehigh Valley roots and the work we do to help our clients’ businesses endure for generations. Are you ready to join us in Allentown, PA?