A complete list of active advisors currently associated with Summit Investments and Financial Planning

Warmer can help you find a great advisor at Summit Investments and Financial Planning or one who fits your needs even better.

Summit Investments and Financial Planning is a state-registered independent adviser that provides discretionary investment management and written financial planning to individuals, businesses and trusts. The firm reports managing assets on a percentage-of-AUM or flat-fee basis, with custodial trading and fee withdrawal handled through Charles Schwab. The firm’s investment process combines fundamental, macro (top-down) and cyclical analysis and employs both passive and active strategies, using mutual funds, ETFs, individual securities, bonds and certificates of deposit to construct portfolios. It operates with discretionary trading authority, conducts regular account reviews, and applies tactical overweighting or underweighting based on identified macro factors. Although organized as a solo adviser, the brochure describes services and investment capabilities relevant to a broader set of non‑retail clients — for example, discussion of municipal bonds, bank obligations and CDs alongside acceptance of business and trust accounts — indicating the firm works with corporate, banking, municipal, charitable and other institutional account types that are less common for firms of this size. The adviser also notes a CFA designation and an insurance license that is not used to sell products to clients, and it discloses block trading practices and quarterly statements via its Schwab custodian.

To learn more about the advisors currently working at Summit Investments and Financial Planning, 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.

Name	Location	Years of experience
Michael Mc Gill	Uniontown, OH	5

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