Our Story

Summit Risk Advisors was formed in 2019. We are a boutique, independent retail insurance agency offering personal lines and commercial lines insurance throughout the Southeast, Southwest, New England and California.

Our mission is to provide an industry leading growth opportunity and an entrepreneurial, driven, focused and non-disruptive environment to our current and future Agency Partners. We foster collaboration of talent and specialization across Summit Risk Advisor’s national footprint ensuring a unique experience for our colleagues, our clients and our insurance carrier partners.

Summit’s acquisition model is founded on the preservation of the independence and local identity of our Agency Partners. We are proud that our agency partners maintain their independence and identity while being part of the Summit family.

Through improved technologies, web presence and business systems that could be replicated, Summit Risk Advisors has organically branched out through the country and create a network of local experts at our agencies.  Our agencies are able to provide, personal service on a local level but with the backing of a national organization with far-reaching industry expertise available to every client.  We strive to continue our search for agency partners across new and familiar markets. 

Summit Risk Advisors is currently targeting best in class insurance agencies that will grow Summit’s geographical presence while enhancing its roster of executive talent and regional operators.

Meet Our Team 
Summit Risk Advisors executive team is made up of a diverse group of business and industry leaders
Summit Risk Core Values
  • Provide customers with the best user-experience while still offering the highest quality insurance, financial and management solutions thorough innovative, and comprehensive solutions.

  • Deliver the best level of service that exceeds our customers’ expectations, surpasses the industry standard of communication at the highest level of integrity, ethics and transparency.

  • Maintain a culture of assumed responsibility and accountability.

  • Generate industry-leading revenue growth, profitability, and return on investment while maintaining highest quality of service to our clientele. 

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