Summit Financial Maryland Careers in Baltimore, MD

Summit Financial is an independent planning and investment firm providing innovative, conflict-free strategies for business owners and individuals. We are Independent “Main Street” advisors – not Wall Street. Summit offers comprehensive financial, investment and estate planning services*, including access to life, health and long-term care insurances. As an independent brokerage firm we offer investment management advisory services regardless of account size. We continue to serve 99% of our clients since our founding in 1993. We are committed to helping business owners navigate the ever changing world of employee benefits. Summit has access to resources and experience of the country’s largest independent research organization through LPL Financial. *Fee based services are offered through LPL Financial. Specialties Personal Financial Planning, Asset and Income Protection, Life, Disability, Long-Term Care, and Health Insurance, Employee Benefit Plans, Asset and Income Protection,