Summit Financial Wealth Advisors

An honest, hard-working approach to building wealth.

Summit Financial Wealth Advisors

1021 E St Mary Blvd
Lafayette, LA 70503


Based in Lafayette, Louisiana, Summit Financial was founded by former Legg Mason advisors David Daniel and Fred Werner in 2003. The firm provides investment management and wealth management services to high-net-worth clients in Louisiana and the Greater Southeast Region.

For more information, visit https://summit-financial.com

A message from

David Daniel

Managing Partner, Summit Financial Wealth Advisors

Our decision to join Focus was influenced by the depth and quality of the partnership, as well as their capabilities and resources in satisfying specific growth objectives. As a partner firm, Focus provides us with the capital and deal expertise to grow through strategic acquisitions, while still allowing us to maintain focus on our clients. We are excited to expand our reach through the addition of other like-minded broker teams and independent firms.

Learn more about Summit Financial Wealth Advisors