MISSION:
Improving Lives by Clarifying Values and Aligning Actions.
We have one of the best teams around
Randy Lehman, Brad Stewart, Jon Lehman, Kevin Bontrager, and Rob Hayworth have been recognized as Top Financial Security Professionals in the country by Forbes. Additionally, Randy Lehman and Brad Stewart have been named Best-in-State Wealth Advisors by Forbes, while Jon Lehman was recognized as a Best-in-State Top Next Gen Wealth Advisor. Our team at Summit Financial Group was honored by Forbes as a Best-in-State Wealth Management Team in Indiana. Our Business Planning division was named a Top DC Advisor Team by NAPA. Brian Drake received the Top Retirement Plan Adviser award from PlanAdviser, and Korey Grow was recognized with the NAPA Top Plan Advisors Under 40 award. Many thanks to our hardworking team here at Summit Financial Group and our incredible clients. We couldn’t have done it without you.
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Also recognized in 2023.
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Also recognized in 2022 and 2023.
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Also recognized in 2022 and 2023.
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Also recognized in 2022 and 2023.
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Also recognized in 2022 and 2023.
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Also recognized in 2023.
Forbes Top Financial Security Professionals list (October 2021), based upon 2020 data. Forbes Best-in-State Top Financial Security Professionals list (July 2024, July 2023, July 2022), based upon data as of December 31st of the preceding year. Forbes "Best-in-State Wealth Advisors" list (April 2024, April 2023, April 2022), based upon data as of June 30th of the preceding year. Forbes “Top Next-Generation Wealth Advisors” list, (August 2024, August 2023), based upon data as of March 31st of the award year. Forbes Best-In-State Wealth Management Teams (1/9/2024), data as of 3/31/23. Data provided by SHOOK® Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
National Association of Plan Advisors (NAPA) Top DC Advisor Teams 2024, Based on self-reported assets under advisement as of December 31, 2023. National Association of Plan Advisors (NAPA) Top DC Advisor Teams 2023, Based on self-reported assets under advisement as of December 31, 2022. No compensation is provided to be eligible. Rankings and recognitions are no guarantee of future investment success.
The PLANADVISER Top Retirement Plan Advisers (March 2024, 2023, 2022) based on data received in the corresponding year, rating recognizes the top defined contribution and defined benefit plan advisers across the U.S. in terms of assets or the number of plans under advisement, or a particular concentration of a specific retirement plan type as client (401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients). The PLANADVISER Top Retirement PlanAdvisers rating, created and conducted by PLANADVISER, is not indicative of an investment adviser's future performance and no adviser pays, or is paid a fee, to take part in the program.
Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.