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