Broker Check
The Power of Tax-Deferred Growth The Facts About Income Tax Social Security: By the Numbers Ready for Retirement? When Do You Need a Will? Where Is the Market Headed? The Power of Compound Interest

WELCOME TO SUMMIT ADVISORS, LLC

Summit Advisors, LLC is an independent financial and tax planning firm with a uniquely personal approach. We take the time to get to know you, your dreams and your financial goals. We then identify the precise investment strategies to help you achieve them. With nearly 30 years of experience managing investment portfolios through myriad market conditions, our objective and prudent Advisors have the knowledge and experience to guide you to the peak of your financial wellbeing.

Learn more

OUR PROCESS

We create strategies that are tailored to your needs and goals.

Learn more

RETIREMENT PLANNING

Years of experience have prepared us to guide you through your life transitions.

Learn more

BUSINESS PLANNING

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

OUR SERVICES

  • Investment Management
  • Tax Planning
  • Financial Counsel 
  • Legacy Architecture
  • Retirement Planning
  • Charitable Giving
  • Employee Benefits (401k)
  • Insurance Assessment

OUR MISSION: ASCEND. ACHIEVE. ENJOY.

At Summit Advisors our primary mission is to help our clients ascend to the peak of their financial well being, achieve their financial goals and ultimately, enjoy the rewards of their wise financial decisions. We specialize in creating diversified investment and retirement portfolios, establishing durable streams of income and in reducing taxes; all of which we do in order to help our clients fulfill their dreams and leave lasting legacies. We care about what you care about.

Learn more

SIGN UP FOR SUMMIT NEWS & MARKET REPORTS

Name
Email
Phone
Question
Thank you! Oops!