WE'RE GETTING EVEN BETTER
In the next few months, Summit Financial Group will make two exciting business-level changes to positively impact the client experience.
We are proud to have Brad Stewart and his team at Core Capital Advisors, an award-winning Mishawaka-based Northwestern Mutual firm, merge with our team. The team at Core Capital Advisors brings a level of sophistication our current clients have come to expect from Summit Financial Group, and we look forward to increasing our reach and building a multi-generational firm that will continue to serve our current and future clients in perpetuity through this merger.
Additionally, our partners at Summit Business Solutions will soon become the employee benefits division of Summit Financial Group. This change gives our teams the ability to create more agile planning for families and businesses and brings all Summit resources under a central location.
Although our online presence will undergo some changes, our name, physical locations, and dedication to you will remain the same. We look forward to continuing to serve you and protecting your legacy as we grow ours.
MISSION:
Improving Lives by Clarifying Values and Aligning Actions.
We have one of the best teams around
Randy Lehman has been recognized as one of the top financial advisors in the country and best-in-state wealth advisor by Forbes. Our team 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.
Also recognized in 2022-23
Also recognized in 2022
Forbes "Best-in-State Wealth Advisors" list (April 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2023. Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK® Research, LLC – Data as of 3/31/2023.
Forbes "Best-in-State Wealth Advisors" list (April 2023, April 2022), research and ranking provided by SHOOK® Research, LLC. Based upon data as of June 30th of the preceding year.
Forbes Top Financial Security Professionals (Best-in-State) list (July 2023, July 2022). Research and ranking provided by SHOOK® Research. Based upon data as of December 31st of the preceding year.
Forbes Top Financial Security Professionals list (October 2021), based upon 2020 data. Research and ranking provided by SHOOK® Research.
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.