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Your Advisor and Accountant Under One Roof

Having your financial advisor in the same room as your accountant benefits you in some key ways.

  • Have your tax planning strategies fully integrate with your long term business and personal financial plan.
  • Fully analyze your business’ financial relationship with your individual wealth planning.
  • Receive independent, completely customized financial guidance every step of the way.

Our Team

Our team consists of financial planners, advisors, accountants, CPAs, CERTIFIED FINANCIAL PLANNERS™, tax experts, administrative professionals and bookkeepers all working together to benefit you. 

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Our Approach

Our service-based approach to financial services is the reason why so many have decided to place their trust in us. We are focused on providing you with an excellent client experience.

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Our Commitment

We will help you and your business navigate the path to a better, more secure future, with an unwavering commitment to excellence.

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We Provide:

Business Financial

  • Group retirement plan advisory
  • Risk management
  • Employee benefits
  • Group insurance planning
  • Flexible spending accounts
  • Operating planning
  • Succession planning
  • Business valuations

Business Tax and Accounting

  • Tax planning & strategy
  • Bookkeeping
  • Tax preparation
  • Payroll
  • Financial statement compilation, analysis and projection

Personal Financial Services

  • Investment management
  • Financial planning
  • Retirement income planning
  • Insurance
  • Estate planning

Why Summit?

Perhaps the most important question to ask before any major decision is "why". Why entrust Summit with your hard-earned assets? Why place your confidence with Summit to help guide you through areas of business or personal finances? Why is Summit different than any other advisory firm?

Why Summit?