Summit Group of Virginia, an Alera Group Company, is not your typical “one size, fits all” financial advisory firm. We’ve built our business on the idea of thinking differently... on breaking the status-quo and believing there is always room for innovation and improvement. Through independent advice, diverse expertise, and our drive to help create better outcomes for our clients, we deliver modern solutions to help simplify some of life’s complex challenges. Our multifaceted backgrounds and experiences provide our clients with access to a unique team of professionals able to deliver a wide-array of financial services and products such as individual financial consulting, wealth management, corporate 401(k) consulting, group insurance benefits, and executive benefit design, all under one roof. Our firm’s style and structure allow us to maintain close, trusting relationships with our clients while providing services and expertise on a national scale. Our clients span from coast-to-coast and our partners are frequently asked to speak and advise on industry panels across the country. All this with one goal in mind – helping create better outcomes for our clients. Disclosure: Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC, Alera Group, Inc., and Summit Group of Virginia, an Alera Group Company, are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.

TPA Benefits, based in the vibrant Virginia Beach, VA, operates as a substantial and experienced insurance broker with a larger office, specializing in delivering comprehensive benefits solutions. This office location showcases a dedicated focus on working with self-funded clients, making them a valuable resource for employers seeking tailored insights into benefits planning and management for both local and regional needs. The broker's diverse portfolio includes successful collaborations with top clients such as Charles Barker Luxury Imports in the automobile dealers industry, a participant count exceeding 40, and other businesses in the motor vehicle and motor vehicle parts and supplies merchant wholesalers, as well as Hope House Foundation in the vocational rehabilitation services industry, each with participant numbers ranging from 50 to 60+. These partnerships underscore TPA Benefits' versatility and ability to navigate the intricacies of various industries, including offices of physicians, vocational rehabilitation services, and activities related to real estate. As a crucial component of a local brokerage firm, TPA Benefits in Virginia Beach is deeply committed to providing localized support and insights. Their demonstrated experience with midsize and small employers positions them as a reliable and knowledgeable partner, capable of providing effective benefits packages tailored to the unique needs of businesses in the Virginia Beach business landscape.

KSC specializes in employee benefits for employers throughout the Mid Atlantic

Benefit Design Group, located in the vibrant community of Virginia Beach, VA, stands out as a distinguished insurance broker, particularly adept at serving midsize employers. Their local and regional focus, combined with an impressive array of expertise in various industries, positions them as a go-to partner for businesses seeking comprehensive medical and ancillary benefits solutions. Their client roster is a testament to their versatility and capability. Notably, they have successfully catered to First Team, a prominent name in the automobile dealers industry, providing benefits to over 140 participants. This experience underlines their proficiency in addressing the unique needs of the automotive sector's workforce. In the healthcare sector, Benefit Design Group has made significant strides by partnering with Mid-Atlantic Women's Care PLC. Serving over 240 participants in this offices of physicians industry giant, the broker demonstrates an in-depth understanding of the healthcare sector's complexities and evolving demands. The financial services industry is another area where they've shown exceptional skill. Collaborating with Townebank, a leader in the depository credit intermediation industry, Benefit Design Group has expertly managed benefits for a considerable workforce of 1520 participants, showcasing their capacity to handle large-scale, intricate benefit plans. Further cementing their reputation, the broker has exhibited profound knowledge and experience in the nonresidential building construction sector. This diverse industry experience not only speaks to their adaptability but also to their commitment to understanding and meeting the specific needs of different industries. As a proud member of a local brokerage firm, Benefit Design Group brings a personalized touch to their services, combining local insights with broad industry knowledge. This blend of local expertise and diverse industry experience makes them an ideal choice for businesses in Virginia Beach and the surrounding regions looking to optimize their employee benefits programs.

The Frieden Agency, located in Virginia Beach, Virginia, is a leading regional insurance consultant providing comprehensive services to clients across Virginia. With a strong focus on employer clients of all sizes, including large, midsize, and small businesses, The Frieden Agency boasts extensive experience and expertise in the Virginia Beach market. They have established themselves as one of the top brokerages in the area, backed by their exceptional M Score, which is a testament to their diverse range of capabilities and deep industry knowledge. One notable success story of this office is their collaboration with Thompson Trucking Inc, a prominent employer in the specialized freight trucking industry. The Frieden Agency worked closely with Thompson Trucking Inc's HR and finance team to develop a customized self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan. This tailored approach addressed the unique needs of Thompson Trucking Inc's 180-member workforce, ensuring comprehensive coverage and optimized cost-efficiency. In addition to their exceptional work with Thompson Trucking Inc, The Frieden Agency serves a diverse range of employer clients, including Atlantic Dental Care PLC, Barry Robinson Center, Delight Va Beach Management LLC, and Farrell/Berglund Companies. Their expertise extends to industries such as automobile dealerships, physician offices, and eating places, where they have consistently delivered effective insurance solutions. With a wealth of experience working with self-funded employers, HMOs, PPO plan design, PBMs, and pharmacy providers, The Frieden Agency possesses the knowledge and skill set to cater to the unique needs of their clients. Their commitment to excellence and dedication to providing tailored insurance solutions have solidified their reputation as a trusted partner in the insurance industry.

Insurance Consultants of VA is a reputable local insurance broker operating in Newport News, Virginia. Their dedicated office serves clients throughout the state and specializes in providing tailored insurance solutions to midsize employers. With their extensive knowledge and experience in the traveler accommodation industry, Insurance Consultants of VA has established themselves as industry experts. One notable client served by their Newport News office is Harmony Hospitality, Inc., a prominent employer in the traveler accommodation sector, employing approximately 120 individuals. Recognizing the unique needs of Harmony Hospitality's workforce, Insurance Consultants of VA collaborated closely with their HR and finance team to develop customized healthcare options. They successfully implemented a comprehensive HMO plan and PPO plan specifically designed to cater to the specific requirements of Harmony Hospitality's members. Insurance Consultants of VA prides itself on delivering top-notch insurance services and establishing long-lasting relationships with their clients. Their commitment to understanding the distinct needs of midsize employers, combined with their expertise in the traveler accommodation industries, enables them to provide comprehensive insurance solutions that ensure peace of mind for their clients. Whether it's designing specialized plans or providing ongoing support and guidance, Insurance Consultants of VA's Newport News office is dedicated to delivering exceptional service to businesses across Virginia. With their strong industry knowledge and a track record of success, Insurance Consultants of VA is the go-to insurance broker for midsize employers seeking reliable and tailored insurance coverage.

Employee Benefit Solutions in Virginia Beach, VA, stands as a seasoned insurance broker, specializing in tailored employee benefits solutions for local and regional employers. With a focus on medical and ancillary benefits, their commitment to understanding the unique needs of businesses sets them apart. Boasting extensive expertise, this office location thrives on crafting comprehensive benefit packages that align seamlessly with the diverse requirements of employers in the area. Among their distinguished clientele is Global Dimensions, a key player in the professional, scientific, and technical services industry, based in VA. Employee Benefit Solutions has successfully catered to Global Dimensions, demonstrating their ability to navigate the intricacies of the sector and provide solutions that address specific challenges. This speaks volumes about their adaptability and effectiveness in diverse industries. Situated within the framework of a regional insurance broker firm, Employee Benefit Solutions leverages collective knowledge and resources to deliver top-notch services. With a track record of serving employers with 110+ participants, this location showcases a commitment to scalability and flexibility, ensuring that businesses of various sizes receive the attention and support they require. Employee Benefit Solutions in Virginia Beach is more than an insurance broker; it is a trusted partner dedicated to empowering businesses through comprehensive and tailored employee benefits solutions.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 9,000 colleagues and 160 offices across the United States and Canada, MMA combines the personalized service model of a local consultant with the global resources and expertise of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). MMA generates more than $2 billion in annualized revenue, making it one of the largest brokerage operations in North America.

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. Headquartered in Valhalla, New York, USI connects over 10,000 industry-leading professionals across more than 200 offices to serve clients’ local, national and international needs. USI has become a premier insurance brokerage and consulting firm by leveraging the USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and enterprise-wide collaboration to deliver customized results with positive, bottom-line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit usi.com.