Summit Financial Advisors, LLC Selected as One of The Most Dependableā„¢ Wealth Managers of Northern California

Successful families demand coordinated financial strategies where investments, insurance, real estate and business assets are working in concert. The mission of Summit Financial Advisors is to be the single resource for comprehensive wealth management for individuals and business owners with retirement planning as the centerpiece.

San Mateo, CA, September 10, 2008 --(PR.com)-- Summit Financial Advisors, LLC has been selected by Goldline Research as one of The Most Dependable™ Wealth Managers of Northern California for 2008. The list of the Most Dependable™ Wealth Managers of Northern California was published in the August 11th issue of Forbes Magazine.

Successful families demand coordinated financial strategies where investments, insurance, real estate and business assets are working in concert. The mission of Summit Financial Advisors is to be the single resource for comprehensive wealth management for individuals and business owners with retirement planning as the centerpiece.

“We focus on our role as an independent adviser to help clients grow and preserve their family’s assets. As a fiduciary, we are obligated to work for the sole benefit of our clients,” said Summit Financial Advisors Managing Director, Rafael O. Velez III.

Summit Financial Advisors serves more than 400 families with more than $500,000 in investable assets living in the San Francisco Bay Area including San Mateo, Santa Clara, San Jose, San Francisco, Contra Costa, Alameda, Marin and Sonoma counties. In the last five years, assets under management have grown from approximately $100 million to assets of over $500 million today. The firm has achieved this remarkable growth almost exclusively from client and professional introductions.

Summit Financial Advisors distinguished itself during the evaluation of the industry where over 232 Wealth Managers were evaluated during the selection process. The firm was able to differentiate itself in a candidate pool with an average client to advisor ratio of one advisor for every fifty clients, median assets under management of $115 Million and an average of 22 years of experience.

In addition to client interviews, the criteria for selection included:

· Investment, Tax and Estate Advisory Services Offered
· Client Retention Rate of 97.5% or Higher
· Advanced Certifications Held
· 45:1 Client to Staff Ratio or Better
· Signed Fiduciary Oath
· No Outstanding Lawsuits or Grievances

Summit Financial Advisors, LLC (www.summit-advisors.com) is a SEC Registered Investment Adviser providing private account and wealth management services to clients in Northern California and across the country. Founded in 1998, the firm combines a total wealth management approach to financial planning strategies with a disciplined asset management program. Customized financial planning strategies and investment portfolios are constructed to each client’s unique situation. With offices in San Mateo, California and Portland, Oregon, Summit Financial Advisors manages over $500 million in assets.

Goldline Research is a third-party, independent research firm specializing in evaluating professional services firms. Goldline Research undertakes an extensive, in-depth research process to review all qualified companies in a respective area. Its proprietary research process includes individual company interviews and quantitative analysis of key company data, as well as customer reference checks to confirm high levels of customer service. Those companies that ultimately earn Goldline Research’s Most Dependable™ designation demonstrate a commitment to service unparalleled in their industry.

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Summit Financial Advisors
Rafael Velez
800-518-6686
www.summit-advisors.com
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