Summit Financial Group, Inc.

Summit Financial Group, Inc. Investment Adviser Representative offering securities and advisory services through Cetera Advisor N Summit Financial Group, Inc.

is A Summit Consolidated Group Company, A privately held national employee benefits, risk & wealth management planning firm.

06/02/2026

More than half of Americans are concerned about outliving their savings.

This Annuity Awareness Month is a reminder that retirement success for your employees isn’t just about growth... it’s about how they turn that into a sustainable resource for retirement.

Does your team have a plan for making retirement income last? Our team may be able to help.

Join us on Tuesday, June 9th in Tulsa, or on Wednesday, June 10th in Oklahoma City, for Summit’s Annual Employee Benefit...
06/02/2026

Join us on Tuesday, June 9th in Tulsa, or on Wednesday, June 10th in Oklahoma City, for Summit’s Annual Employee Benefits Forum.

The event features in‑depth discussions on the essential components of meeting the fiduciary standard in health & welfare plans including prohibited transaction considerations, the case for building a high‑performance culture, and the Total Rewards Maturity Model powered by AI and automation. We will also explore current trends and emerging topics shaping today’s retirement plan landscape.

You will have the opportunity to hear insights from an experienced ERISA attorney, CPA, and Department of Labor investigator.

Attendees will be eligible for 6 hours of CPE, SHRM, HRCI, and Payroll RCH Credits. Breakfast and lunch will be provided.

Seats are filling fast!

Register Here: https://yoursummit.com/calendar-event/summits-annual-employee-benefits-forum/


---
This event has been funded in whole by AllianceBernstein, American Century, CNR, Fidelity, Franklin Templeton, FT Apex, Guardian, JPMorgan, MetLife, MFS, Neuberger Berman, Nuveen, PGIM, PIMCO, Principal, and SEI.
---
Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 1350 S Boulder Ave STE 300, Tulsa, OK 74119. Phone: 800-475-0991. CPE Sponsors, SHRM, HRCI, PayrollOrg, and Texoma TR are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.

05/29/2026

College planning isn’t just about saving more… it’s about saving smarter.

Yet, more than half of parents are still unaware of 529 plans.

Today, National 529 Day, is a reminder that one of the most powerful, tax-advantaged tools for education savings is still being overlooked, creating a gap that can impact long-term financial outcomes.

At Summit Financial Group, we believe education funding should be part of a comprehensive, forward-looking strategy. Reach out to learn more!



Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing.

Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.

Today, we pause to remember and honor the heroes who gave their lives for our freedom. We are forever grateful for their...
05/25/2026

Today, we pause to remember and honor the heroes who gave their lives for our freedom. We are forever grateful for their sacrifice.

Nuclear verdicts are no longer rare stories. They are real outcomes, and healthcare organizations are feeling the impact...
05/19/2026

Nuclear verdicts are no longer rare stories. They are real outcomes, and healthcare organizations are feeling the impact.

At ASCA + SAMBA 2026 in Washington, D.C., Ed Foley, Randy Gowdy, Aaron Barnett, and Kali Lewallen connected with leaders and joined important conversations around risk, liability, and operational decision‑making. Ed and Randy also took the stage to share firsthand perspectives on how routine incidents can escalate into catastrophic claims, and what ASCs can do to reduce exposure before that happens.

Thank you to everyone who stopped by our booth to talk through GAP analyses, ask thoughtful questions, and engage in meaningful dialogue. Events like this reinforce the value of proactive, practical approaches to risk management in today’s ASC environment.



Ed Foley, Randy Gowdy, and Kali Lewallen are not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera or its registered representatives. Aaron Barnett is a Registered administrative assistant of Cetera Wealth Services, LLC, member FINRA/SIPC. Any references to third-party organizations are for informational purposes only and do not constitute an endorsement or affiliation.

This week, our CEO Dale Young was in Washington, D.C. for the Texas Business Leadership Council (TBLC) D.C. Fly‑In, wher...
05/18/2026

This week, our CEO Dale Young was in Washington, D.C. for the Texas Business Leadership Council (TBLC) D.C. Fly‑In, where he also serves as Chairman of the organization.

The annual TBLC D.C. Fly‑In brings Texas business leaders together with members of Congress, such as Senator Ted Cruz , and federal agency leaders to discuss public policy impacting economic competitiveness, job creation, and long‑term growth. As Chairman, Dale helps lead these conversations, bringing the voice of to the table and advocating for policies that strengthen the state’s business environment and future workforce.

We’re proud of his leadership at Summit and TBLC, and his continued commitment to representing the business community at the national level.

We’re honored to share that Summit Financial Group was recognized with the Corporate Innovation Award at the 2026 Spring...
05/14/2026

We’re honored to share that Summit Financial Group was recognized with the Corporate Innovation Award at the 2026 Spring Social Impact Awards, hosted by Social Venture Partners Dallas.

This recognition highlights organizations rethinking how business and community intersect, creating impact that goes beyond traditional models of giving. We’re grateful to be part of a community of leaders and changemakers committed to measurable, lasting change across North Texas.

Our Chairman and CEO, Dale Young, accepted the award on behalf of Summit, which also proudly served as a Season Sponsor of this year’s event. Summit has proudly sponsored SVP since its inception.

Thank you to and everyone who makes the Spring Social Impact Awards such a meaningful celebration of purpose driven work.

Read the full press release here: https://yoursummit.com/news/press-release-summit-financial-group-receives-corporate-innovation-award-at-social-venture-partners-dallas-spring-social-impact-awards/


Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 5420 LBJ Freeway, Suite 1940 Dallas, TX 75240. Organizations considered for this award are nominated by Social Venture Partners based on their support and involvement in social impact initiatives. Nominated organizations are reviewed, and final award recipients are selected by the organization’s leadership. The award is not based on a survey, ranking formula, or quantitative scoring system, nor does it evaluate assets under management, revenues, or investment performance. Listing in this publication and/or receipt of this award is not a guarantee of future success and should not be construed as an endorsement by any client or third party. No compensation was provided directly or indirectly by the recipient for participation in or in connection with obtaining or using this third party award.

May is Skin Cancer Awareness Month. Early detection and sun safe habits help reduce risk and protect long-term health.En...
05/12/2026

May is Skin Cancer Awareness Month. Early detection and sun safe habits help reduce risk and protect long-term health.

Encourage awareness for yourself and those you care about.

Great teams do not happen by accident. This week, our Employee Benefits teams came together at to connect in person an...
05/06/2026

Great teams do not happen by accident. This week, our Employee Benefits teams came together at to connect in person and sharpen how we show up for our clients. With insights from our leadership team as well as guest presenter Marian Redwine, Ed.D. of Solomon Strategic Advisors, we walked away with fresh ideas, stronger alignment, and even closer connections across our teams.

We are proud of the momentum we are building together.

Happy National Nurses Week! We’re honored to celebrate the nurses who show up with skill, strength, and heart, making a ...
05/06/2026

Happy National Nurses Week! We’re honored to celebrate the nurses who show up with skill, strength, and heart, making a difference for patients, families, and communities every single day.

Address

5420 LBJ Freeway, Suite 1940
Dallas, TX
75240

Opening Hours

Monday 8am - 5pm
Tuesday 9am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Summit Financial Group, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Summit Financial Group, Inc.:

Shortcuts

Share

Category