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PARTNERING WITH YOU TO DEFINE, BUILD AND ESTABLISH FINANCIAL SECURITY.

MISSION:

Improving Lives by Clarifying Values and Aligning Actions.

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Need a 2nd Opinion

We have one of the best teams around

Randy Lehman has been recognized as one of the top financial advisors in the country. Randy Lehman, Rob Hayworth, Kevin Bontrager, and Jonathan Lehman have all been recognized as best-in-state top financial security professionals. Our team also was named by Forbes as a best-in-state wealth management team in Indiana. Many thanks to our hardworking team here at Summit Financial Group and our incredible clients. We couldn’t have done it without you.

Forbes Best-In-State 2024
Forbes Best-In-State Wealth Advisors 2023
Forbes Best-In-State Wealth Advisors 2023
Forbes Best-In-State Top Financial Security Professionals 2022
Financial Times Top Financial Advisers 2022

Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK® Research, LLC – Data as of 3/31/2023.

Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Forbes "Best-in-State Wealth Advisors" list (April 2022), research and ranking provided by Shook Research, LLC. Based upon data as of 6/30/2021.

Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by Shook Research. Based upon data as of 12/31/2021.

The Financial Times “Top Financial Advisers” list (April 2020). Produced annually by Ignites Research, on behalf of the Financial Times. Data as of 6/30/2019.