Equitable Advisors

About Summit Investment Planning Our firm is affiliated with LPL Financial, the largest independent broker-dealer in the United States. That means we have access to the industry’s largest independent research teams and their full-suite of educational resources to help you make informed decisions for your future. As a trusted guide, our clients can be confident that we take pride in building relationships based on mutual trust. We take the time to listen and learn everything there is to know about a client’s financial life, as well as their wants, needs and priorities.

Public Financial Management, based in Richmond, VA, specializes in providing financial management services to a wide range of clients. With a focus on strategic planning and fiscal responsibility, the company offers tailored solutions to help organizations achieve their financial goals. Generated from their business information