3chopt Investment Partners LLC

About Summit Investment Planning Our firm is affiliated with LPL Financial, the largest independent broker-dealer in the United States. That means we have access to the industry’s largest independent research teams and their full-suite of educational resources to help you make informed decisions for your future. As a trusted guide, our clients can be confident that we take pride in building relationships based on mutual trust. We take the time to listen and learn everything there is to know about a client’s financial life, as well as their wants, needs and priorities.

Public Financial Management, based in Richmond, VA, specializes in providing financial management services to a wide range of clients. With a focus on strategic planning and fiscal responsibility, the company offers tailored solutions to help organizations achieve their financial goals. Generated from their business information

Harris Williams & Company is a one of the largest mergers and acquisitions advisory firms in the United States that serves the middle-market clients. It serves customers in the aerospace, automotive, media and entertainment, health care, mining, telecommunications and retail industries. The firm also serves various private equity groups and corporations that include Citigroup Venture Capital, Riverside Partners, Wellman, Crystal Creative Products and Seabrook International. It provides capital raising and restructuring consultation services. Harris Williams & Company also undertakes projects for buy-side searches, business valuations and negotiations, as well as offers sell-side advisory and management buyout consulting solutions. Additionally, it serves clients in the direct marketing, energy, and food and beverage sectors.