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.

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 wellbeing, 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.

 

News & Events

Click here for Summit News and an updated calendar of upcoming events and seminars.

2016 Tax Planner

Receive FREE access to our updated 2016 Tax Planning Guide.

Financial Calculators

Utilize our FREE calculators to help make your everyday financial decisions easier.

> Learn More

> Learn More

> Learn More