Summit Financial Wealth Advisors

12/19/2025

Today, all of us at Summit Financial were proud to participate in the Salvation Army Angel Tree program. It’s one of our favorite ways to give back to our community and were able to bring a little extra holiday joy to over 30 local Angels and their families. From our family to yours, we wish a very merry Christmas and a happy new year!

We’re not about “gloss.” We’re simply about doing our job every single day to help our clients achieve their goals. 

10/02/2025

We’re honored to be named one of the top RIA firms in the nation on Forbes' annual Top RIA Firms list!
This recognition is a true reflection of the hard work, dedication, and passion our team brings every day. We couldn’t do it without our exceptional employees and the trust of our incredible clients — thank you for being part of our journey.
Here’s to continued growth, service, and success — together!

Forbes' Top RIA Firms 2025 list highlights leading Registered Investment Advisors known for expert financial advice, trust, and wealth management. View the list here.

05/16/2025

Happy 25-Year Work Anniversary Alida!

Congratulations on reaching this incredible milestone! Your dedication, professionalism, and unwavering commitment to exceptional client service have been an integral part of our continued success. Over the past 25 years, you’ve built lasting relationships and set the standard for excellence in everything you do.

Thank you for your hard work, loyalty, and the positive impact you’ve made. Here’s to celebrating your achievements and looking forward to the future together!

05/16/2025

Summit Shred Day - Monroe!

05/16/2025

Summit Shred Days were a great success. Thank you to everyone who came out to shred all your old documents. We look forward to having these again next spring so pencil us in on your calendar for Shred Days at our offices in Lafayette, Monroe, and Ruston.

05/13/2025

We are proud to announce that David “Dave” Romagosa has joined our team as an Investment Advisor Representative.
With his extensive experience and dedication to helping clients achieve their financial goals, we couldn’t be more excited about welcoming him to the Summit Financial family.
Dave will be based in our Lafayette office, and we look forward to the incredible value he will bring to both our team and the clients we serve.
Welcome aboard, Dave! We’re so excited to have you on the team!

We’re not about “gloss.” We’re simply about doing our job every single day to help our clients achieve their goals. 

09/11/2024

Our Lafayette office will be closed today, September 11th, due to Hurricane Francine. If you need assistance please call, our phones will be routed to our North Louisiana offices.

05/24/2024

Thank you letter from UL Men’s Head Coach, Luc Godin 🌶️✍🏼✍🏼👀🏆🎾

05/21/2024

08/28/2023

This weekend our team at Summit Financial celebrated another great year with a getaway to New Orleans. We truly believe that we have the very best team in the business and are so grateful for everyone’s continued commitment to our firm and most importantly, to our clients.

04/17/2023

Weekly RecapApril 10-14, 2023 RecapEquities ReboundSmall Caps Perform BestThe S&P 500 and Nasdaq Composite rebounded last week, both finishing positive on the week for the fourth time since March 17. The Fed is making more progress in...