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Your Financial Advisor and Accountant Under One Roof

If you are a business owner, you have come to the right place. With both accountants and Certified Financial Planners on staff, we are unique in our ability to offer a wide range of services to business owners.

One of the most important questions any business owner can ask is: how can I better position my business for growth? We believe one of the best ways to do this is to have a financial professional on your side who is not only competent in offering solid financial advice personally, but who is also your biggest advocate professionally. Our business owner clients find great value in having someone who understands the challenges and opportunities they face, and can successfully help them navigate that winding path, while also taking time to celebrate their successes along the way. We invite you to experience "The Summit Difference!"


Business Retirement Plan Advisory

If you are considering offering a 401(k), SEP, 403(b), defined benefit pension plan, SIMPLE plan or something else to your employees, we work with you, as the business owner, to help design and construct a plan that is custom-tailored to best benefit you and your employees. Our advisors consider your overall financial strategy, while also consulting with our CPAs on staff when necessary, to ensure it is the most tax efficient plan for your business.

Specifically, we answer these questions:

  • Which retirement plan type makes the most sense for my business?
  • How much should I contribute or incentivize employee contributions?
  • How will I remain compliant ongoing with what I offer?
  • How can I take advantage of the current tax code to provide the most tax-efficient retirement plan for my employees?
  • How does offering a retirement plan affect business revenues and overall growth?

After establishing your plan design, we can manage your company's retirement plan on an ongoing basis. 

We provide:

  • Investment selection consulting -- we provide recommendations for investment options within the plan both at the beginning and on an ongoing basis. We do this by utilizing research performed by our in-house investment committee, our broker-dealer's investment analysts, and other resources.
  • Ongoing monitoring -- we review your plan to ensure it is still the best plan option and has the optimal design for your business.  Throughout the year we are also monitoring the investment selections to be sure they are performing as we expected them to.


Uniquely Positioned

At Summit, because we have both a wealth management firm and a tax and accounting practice, we are positioned to give business owners a leg up. We have the ability to offer something very unique in our industry -- financial and business planning from all angles. Check out the following video for more information. 

We Provide:

Business Retirement Plan Advisory

  • Group retirement plan consulting for 401k, 403b SEP, SIMPLE and defined benefit plans, to name a few.
  • Retirement plan design for your business
  • Fiduciary management of your company's retirement plan
  • Investment selections
  • Ongoing monitoring

Business Financial Planning

  • Risk management
  • 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

  • Retirement Planning
  • Investment Management
  • Cash Flow Strategy
  • Risk Management
  • Tax Planning
  • Estate Planning
  • Lifestyle Coaching
  • College Planning

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 exceptional 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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