Summit Investment Advisors

The Summit Investment Advisors channel brings you retirement planning insights, tax strategies, and financial education from our team of CFP® professionals. 

Securities  offered through LPL Financial.  Member FINRA/SIPC. Investment advice offered through Summit Investment Advisory Services, a Registered Investment Advisor. Summit Investment Advisory Services and Summit Investment Advisors are separate entities from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Links’ section.​

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with Summit Investment Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.