A complete list of active advisors currently associated with Summitview Advisors

Warmer can help you find a great advisor at Summitview Advisors or one who fits your needs even better.

SummitView Advisors works with individuals (including high-net-worth clients), qualified retirement plans, trusts, corporations, and charitable organizations to provide ongoing portfolio management as well as comprehensive and project-based financial planning. The firm documents client goals and develops tailored investment policies and asset allocation targets, with account supervision guided by client objectives and tax considerations. Its investment approach emphasizes strategic asset allocation supported by fundamental and cyclical analysis, with diversification and periodic rebalancing used to manage risk. SummitView manages portfolios on a discretionary basis and may recommend or coordinate with third‑party outside managers — the brochure identifies Seeds Investor LLC as a recommended manager — assisting clients with selection and ongoing monitoring. What is distinctive for a small independent adviser is the firm’s provision of employee benefit plan and pension consulting services and explicit servicing of charitable and corporate clients, including assistance with plan structure, investment options, and participant education. The firm is described as fee‑only and integrates outside manager relationships and custodian reporting into its due diligence and client service framework.

To learn more about the advisors currently working at Summitview Advisors, 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.