Our Partners

Summit is one of the industry's prominent independent advisory firms. Founded four decades ago by a group of advisors, Summit has a legacy of success elevating advisor practices and client experiences. Global Financial Partners, LLC's affiliation with Summit provides access to Summit Vantage™, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless. This includes an in-house, institutional-caliber brain trust of tax, insurance and financial planning experts that are now an extension of Global Financial Partners, LLC team.

Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all their investment advisory and financial planning business.

Private Client Services (“PCS”) is a full‑service Broker Dealer dedicated to supporting financial professionals through an independent brokerage platform. Founded in 1990 and proudly employee‑owned, PCS offers transparent pricing, a structured transition process, and a platform that supports brokerage and directly held business models. Its nationwide network and relationship‑driven approach provide financial professionals with direct access to an experienced executive team and a firm culture grounded in practical compliance and operational support. PCS supports seasoned financial professionals through long‑term partnership and a collaborative, relationship‑driven environment.

 Securities Services offered through Private Client Services, Member FINRA, SIPC.