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PARTNERING WITH YOU TO DEFINE, BUILD AND ESTABLISH FINANCIAL SECURITY.

MISSION:

Improving Lives by Clarifying Values and Aligning Actions.

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We have one of the best teams around

Randy Lehman has been recognized as one of the top financial advisors in the country. Our team was named by Forbes as a best-in-state wealth management team in Indiana. Many thanks to our hardworking team here at Summit Financial Group and our incredible clients. We couldn’t have done it without you.

Forbes Best-In-State 2024
Forbes Best-In-State Wealth Advisors 2023

Also recognized in 2022

Forbes Best-In-State Top Financial Security Professionals 2023

Also recognized in 2022

Forbes Top Financial Security Professionals 2021

Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK® Research, LLC – Data as of 3/31/2023.

Forbes "Best-in-State Wealth Advisors" list (April 2023, April 2022), research and ranking provided by SHOOK® Research, LLC. Based upon data as of June 30th of the preceding year.

Forbes Top Financial Security Professionals (Best-in-State) list (July 2023, July 2022). Research and ranking provided by SHOOK® Research. Based upon data as of December 31st of the preceding year.

Forbes Top Financial Security Professionals list (October 2021), based upon 2020 data. Research and ranking provided by SHOOK® Research.

Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.