A complete list of active advisors currently associated with Summit Advisor Group

Warmer can help you find a great advisor at Summit Advisor Group or one who fits your needs even better.

The firm provides discretionary investment management and ongoing financial planning to individual and high‑net‑worth clients, delivering tailored investment policy statements and continuous portfolio supervision. It reports managing about $46.5 million in discretionary assets for 47 clients and offers a subscription-style ongoing planning service with written plans and annual reviews. Investment approach centers on passive portfolio construction guided by Modern Portfolio Theory, using low‑cost index mutual funds and ETFs to capture asset‑class returns, while also employing fundamental analysis for security evaluation and asset allocation decisions. Clients receive portfolios implemented under a client‑specific IPS, may impose reasonable investment restrictions, and are charged primarily on a percentage‑of‑AUM basis. Distinctive features include an ongoing financial planning program billed as an annual subscription (disclosed range $2,000–$10,000) with monitoring and follow‑up, a small client roster relative to assets under management, and a firm structure that reports no related parties or third‑party compensation. The firm does not participate in wrap or performance‑based fee programs, indicates it receives no soft‑dollar benefits, generally uses Schwab Advisor Services for custody and execution, and does not vote client proxies (clients retain voting responsibility).

To learn more about the advisors currently working at Summit Advisor Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.