News View All Vardhan News Vardhan in the Media Holiday Gifts: What Financial Advisors Give Clients and Why Posted on December 6, 2024 Read More How RIAs Are Growing Posted on November 20, 2024 Read More Monish Verma Featured in Barron’s on Spouses Retiring at Different Times Posted on November 9, 2024 Read More Choosing the name of your new RIA is “like getting married” Posted on October 3, 2024 Read More Keeping Portfolios in Stride With Clients’ Lives Posted on September 18, 2024 Read More Monish Verma was recognized as a Forbes 2024 Best-In-State Wealth Advisor Posted on July 24, 2024 Read More Monish Verma was honored to be on stage at the Barron’s Team Summit in Las Vegas Posted on July 24, 2024 Read More Monish Verma Recognized by Crain’s Detroit as a Notable Money Manager for 2022 Posted on November 7, 2022 Read More Summit Financial Named to 2022 Forbes | SHOOK Research America’s Top 100 RIA Firms Posted on October 25, 2022 Read More Summit Financial Named to 2022 Barron’s Top 100 RIA Firms List Posted on September 28, 2022 Read More Breaking away was the hardest thing we’ve ever done. And we’d do it again Posted on April 28, 2022 Read More Motivated by the Long Game: Why a UBS Breakaway Left a Deal Behind for Independence with Summit Financial Posted on December 8, 2021 Read More What Do You Need as a Breakaway? Posted on September 21, 2021 Read More $375m UBS team launches Summit-backed RIA Posted on May 11, 2021 Read More Summit Financial Supports Launch of New Michigan-Based Independent Wealth Advisory Firm Posted on May 11, 2021 Read More
