US-based investment advisory firm Summit Financial has added Gordon Asset Management to its network.

Summit's innovative partnership model, Summit Growth Partners , has strategically invested in Gordon, marking its 18th strategic investment this year.

Gordon will now have access to Summit's expansive network and comprehensive resources, including a wide range of investment strategies and alternative opportunities.

Maintaining its original leadership and core team, Gordon will benefit from the support of Summit's strategy group, which includes in-house legal advisors, tax professionals, financial planners and investment specialists.

Additionally, the availability of supplemental capital from SGP highlights the model's commitment to fostering sustainable, collaborative growth.

With offices in Durham and Pinehurst, North Carolina, Gordon is led by founder Joe Gordon, CFP, CPFA, CIMA, along with partners Glenn Moore, CFA, CFP, CAIA and Todd Zempel, QKA, AIFA, CPFA.

The firm takes a holistic approach to financial planning, integrating workplace benefits with personal financial planning to serve individuals, families and businesses.

With USD 220m in assets under management, as well as approximately USD 1.1bn in qualified plan assets, Gordon's focus on 401(k) and other retirement plans will significantly enhance Summit's capabilities in the retirement planning space.

A 2024 Forbes|SHOOK and Barron's Top 100 RIA Firm, Summit is deeply committed to its founding principles of independence and powerful financial planning. Interested advisors and firm leaders can learn more about Summit's all-inclusive platform of fully integrated industry-leading services, thought leaders and innovative technology--known as the SummitVantage--at summitfinancial.com.

Summit Financial is an investment advisory firm with over 40 years of experience helping advisors elevate their businesses and deliver exceptional client experiences.

Summit Growth Partners is a partnership focused on making minority investments in high- quality advisory practices and firms.

SGP provides capital and support to help advisors accelerate their growth, enterprise value and the ability to participate in future monetization events.