A complete list of active advisors currently associated with Summit Investment Advisory Group LLC

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

Summit Investment Advisory Group provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm also offers a modular financial advice subscription service and manages held‑away defined contribution accounts through a third‑party platform, overseeing roughly $57 million in discretionary assets for about 116 clients with two investment professionals. Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance, and may use fundamental, technical, charting and cyclical analysis alongside long‑term buy strategies. Accounts are reviewed at least quarterly (and more often as market conditions dictate) and clients may impose investment restrictions; the firm provides ongoing monitoring, rebalancing and periodic financial plan updates. A notable distinction is the firm’s insurance‑affiliated activities: the chief compliance officer and other advisor representatives are insurance‑licensed and spend a portion of their time offering insurance products, which can result in separate commission compensation and is disclosed as a potential conflict of interest. The firm also uses a third‑party “held‑away” platform to provide advisory services over retirement plan accounts without taking custody, and it does not sponsor wrap fee or performance‑based fee arrangements.

To learn more about the advisors currently working at Summit Investment Advisory Group LLC, 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.