Summit Financial Group
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated May 5, 2026.
Fee-Only Wealth Management for New Jersey Business Owners
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Claim This Profile →About Summit Financial Group
Summit Financial Group is a fee-only RIA headquartered in Parsippany, NJ managing over $2 billion for high-net-worth business owners, executives, and families. Their interdisciplinary team of CFPs, CPAs, and attorneys delivers integrated wealth management, tax strategy, and estate planning with no commissions and no conflicts of interest.
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