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, LLC, an affiliate of Merchant Investment Management, LLC, owns a minority, non-controlling interest in SF.

WanSutter Insurance & Risk Management operates as a standalone office in Salt Lake City, Utah. Its work centers on manufacturing and wholesale trade employers, with a book made up of small and mid-sized organizations. The office places medical coverage, including HMO plans, along with ancillary lines and retirement plans. Employer clients including Midwest Floor Coverings, Inc are well rated by their employees for benefits. Example carriers include SelectHealth, UnitedHealthcare and Gerber Life.

Lockton's Salt Lake City office, part of the Lockton organization, serves employer clients in financial activities, retail services and wholesale trade, working primarily with mid-sized and large employers. Its work centers on self-funded arrangements alongside medical and PPO coverage, prescription drug benefits, ancillary lines and retirement plans, and the office is associated with high employee ratings for the benefits it helps place. Example carriers include Aetna, Regence BCBS and MetLife.

MGIS - SALT LAKE CITY, UT is the Salt Lake City, Utah office of MGIS. Its work centers on employers in healthcare and social services as well as professional business services, spanning small, mid-sized and large employer clients. The office places self-funded arrangements and medical coverage, along with ancillary lines, retirement plans and mega wrap arrangements. Employer clients including Consulting Radiologists Ltd and Wisconsin Institute of Urology, SC are well rated by their employees for benefits. Example carriers include UnitedHealthcare, Cigna and Aetna.

We’re Advisors, Not Just Brokers. We exist to pursue your best interests. And we do it together, sharing what we learn from client to client, moment to moment, and digging deeper to see things others can’t – or don’t bother to. That’s how we get to the proactive side of insurance, where your company really gains the edge. It’s empowering to know you have a team who’s constantly surveying – assessing what’s happened before, what’s happening now, and what’s coming next. The moment you need to make a change we’ll spring into action together. Gibson was founded nearly 100 years ago. And since day one, we’ve been driven by our relationships with our clients, employees, and community. Our first office in Plymouth, Indiana was opened in 1933, and as our reach grew, so did our Gibson team. Today, we serve both local and national clients from our six offices across the country. We started as a family business, grew to include employee stockholders, and in 2011, we became an ESOP – employee-owned. Today, we sit in the top 1% of US independent insurance brokers. Why does being independent matter? It means we have the freedom to make your best interests our own, act quickly on your behalf, and pursue the new paths that make us all better. We’re proud to have created a team in which our values and how we practice them every day consistently earn us best practices and best places to work honors.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting. Our team of knowledgeable and experienced professionals work tirelessly to develop customized solutions that meet the unique needs of each of our clients. At IMA we understand that businesses face a wide range of risks and challenges, from property damage and liability claims to employee benefits and cyber threats. That's why we offer a comprehensive suite of services that can be tailored to each client's specific needs, including risk assessments, insurance placement, claims management, and employee benefits consulting. Our goal is to help our clients mitigate risk and achieve long-term success. What sets us apart is our commitment to innovation and our ability to anticipate emerging risks and trends. We are constantly exploring new ways to help our clients protect their assets and grow their businesses. We leverage the latest technology and industry insights to provide cutting-edge solutions that deliver results. At IMA, we believe that our success is measured by the success of our clients. We strive to build strong, long-lasting relationships with each of our clients based on trust, integrity, and a deep understanding of their unique needs. We are proud to serve businesses of all sizes and industries, and we are confident that we have the expertise and resources to help your business thrive. Our more than 2,300 associates are located across offices in Alaska, California, Colorado, Connecticut, Georgia, Hawaii, Illinois, Kansas, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, and throughout the U.S. and Canada.

PDR Insurance Agency - Salt Lake City, UT is a standalone brokerage office based in Draper, Utah. Its work centers on construction employers of mid-sized scale, where it places medical coverage along with ancillary lines and retirement plans. UnitedHealthcare is one example of the carriers it works with.

The Buckner Company's Salt Lake City, Utah office operates as part of The Buckner Company. Its employer clients are concentrated among mid-sized employers in construction, financial activities, professional business services, manufacturing, and real estate, rentals and leasing. The office places self-funded arrangements and medical coverage, including PPO and HMO plans, along with ancillary lines, retirement plans and mega wrap programs. Employer clients including Western States Mechanical and Fetzers' Inc. are well rated by their employees for benefits. Example carriers include UnitedHealthcare, Cigna and Regence BCBS.

Altura Benefits' Salt Lake City, Utah office operates as part of the Altura Benefits organization. Its work concentrates on employer clients in financial activities and professional business services, primarily mid-sized employers. The office places self-funded arrangements alongside medical and HMO coverage, prescription drug benefits, ancillary lines and retirement plans. Example carriers include SelectHealth, Aetna and UnitedHealthcare.

Mercer's Salt Lake City, Utah office operates as part of the Mercer firm, serving mid-sized and large employers with experience concentrated in wholesale trade. The office places self-funded arrangements, medical and PPO coverage, ancillary lines and retirement plans. Among its employer clients, Suffolk Construction Company, Inc. is well rated by its employees for benefits. Example carriers include Regence BCBS, Asuris Northwest Health and Cigna.

Davis Benefits is a standalone employee benefits brokerage office based in Salt Lake City, Utah. It works primarily with mid-sized employers, placing self-funded arrangements alongside medical and HMO coverage, ancillary lines and retirement plans. Among its employer clients, Parr Brown Gee & Loveless, A Professional Corporation is well rated by its employees for benefits. Example carriers include SelectHealth, UnitedHealthcare and MetLife.