Summit Advisory, Inc. Employee Directory

Q: What is Summit Advisory, Inc. known for?

Summit Advisory, Inc. was founded in 1989. Summit Advisory, Inc. operates in the Investment Banking industry.

Q: How many employees does Summit Advisory, Inc. have currently?

Summit Advisory, Inc. has approximately 5 employees.

Investment BankingPennsylvania, United States2-10 Employees

WE HELP LEADERS OF MIDDLE-MARKET COMPANIES BUY AND SELL BUSINESSES AND RAISE CAPITAL FOR GROWTH.

Summit Advisory has been helping Middle-Market business owners in the mid-Atlantic region to achieve their goals for nearly three decades.  Since our founding in 1989, we have maintained a razor-sharp focus on producing great results for our clients.  We routinely go above and beyond to make sure that our clients receive the best possible outcomes.

We’re different than other investment banking firms.  Our business model is not built around “deal flow” and we don’t delegate our work to junior associates. We are a team of highly-qualified senior professionals from a variety of disciplines.  We work together and follow disciplined processes to make sure that our clients get the outstanding results they deserve.

We believe in business for good. That’s why our Peak Gives program gives back over 10% of profits to our communities.

Find Summit Advisory, Inc. employees' phone numbers or email addresses

Summit Advisory, Inc. Global Highlights

North America
6

United States Of America
6

Summit Advisory, Inc.'s Leadership

M. U.
Vice President
Mobile Phone
Email
H. H.
Marketing Director
Mobile Phone
Email
L. F.
Director, Finance And Administration
Mobile Phone
Email
D. S.
Director Business Development
Mobile Phone
Email
D. Y.
Principal
Mobile Phone
Email

Summit Advisory, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Summit Advisory, Inc.

Name

Title

Contact Info

Location

Last Update

M. U.
Vice President
Mobile Phone
Email
Mar 17, 2026
H. H.
Marketing Director
Mobile Phone
Email
United StatesPennsylvania
Mar 17, 2026
L. F.
Director, Finance And Administration
Mobile Phone
Email
United StatesPennsylvania
Mar 24, 2026
D. S.
Director Business Development
Mobile Phone
Email
Oct 16, 2024
D. Y.
Principal
Mobile Phone
Email
United StatesMississippi
Mar 17, 2026

Frequently Asked Questions

What is Summit Advisory, Inc. known for?

Summit Advisory, Inc. was founded in 1989 operates in the Investment Banking industry. The company's main headquarters is located in 1630 Manheim Pike Lancaster, Pennsylvania 17601 United States. Explore Summit Advisory, Inc.'s company overview page for more information.

What is Summit Advisory, Inc.'s most common email format?

Summit Advisory, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Advisory, Inc. email formats with LeadIQ.

How many employees does Summit Advisory, Inc. have currently?

Summit Advisory, Inc. has approximately 5 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Summit Advisory, Inc.'s key employees and leadership?

As of March 2026, Summit Advisory, Inc.'s key employees include:

Vice President: M. U.
Marketing Director: H. H.
Director, Finance And Administration: L. F.
Director Business Development: D. S.
Principal: D. Y.

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