A journey of a thousand miles begins with a single step. A relationship with Summit starts with a single conversation.

We adopt a consultative approach at the earliest stage of every client engagement. Even when an initial conversation doesn’t translate into a working relationship, the people we connect with feel their interaction with us is worthwhile, enlightening, and represents time well spent.

Achievement takes many forms – and collaboration across our divisions yields greater benefits for our clients.

Both across our divisions and in our client relationships, we promote a culture of collaboration based on high professional standards and consistent service delivery. The daily interactions that take place among our experts and with our clients’ advisors create benefits for clients who work with an individual division or entrust us with multiple lines of business.


When it comes to working with us, our clients take the long view. So do our employees.

In a world where markets fluctuate and certainty is elusive, we maintain that emphasizing the long view over short-term gain improves the quality and performance of our plans, investments, and client relationships.

     Because achievement
comes in many forms

Managing Retirement
Benefits in Today’s
Economy

Employees and employers, now more than ever, need to take the appropriate steps to ensure that prudent decisions are made.

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First ACA Information Returns Due in 2016

Employers are required to report for the first time in early 2016 for calendar year 2015.

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Revenue Sharing Impacts Company Retirement Plans

Revenue sharing and its impact on plan participant accounts continues to be a hotly discussed topic within the retirement plan industry.

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Creating Competition through Limited and
Tiered Provider Networks

Insurers and health plans are exploring new ways to drive consumer and provider behavior.

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September 2017 | Financial Planning
Debunking the Myths of Financial Planning

In many cases, what you might think about the world of financial planning, or about the role of financial advisors, does not necessarily match the reality.

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July 2017 | Market Updates
Market Update for the Quarter Ending June 30, 2017

Mixed returns in June cap strong second quarter.

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April 2017 | Retirement Plans
Take Charge of Your Retirement During National Retirement Planning Week

April 3-7 is National Retirement Planning Week 2017, an effort led by The National Retirement Planning Coalition (NRPC) to promote the importance of comprehensive retirement planning.

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February 2017 | Financial Planning
What You Need to Know About Exchange-Traded Funds

Exchange-traded funds (ETFs) have grown in popularity, drawing investors’ interest with low expenses, diversification, trading flexibility and tax efficiency.

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December 2016 | Financial Planning / Retirement Plans
Tips to start 2017 on the right "Financial Foot"

As you consider New Year’s resolutions related to your health, your career or your social life, consider adding your finances to the start-of-a-new-year equation.

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December 2016 | Employee Benefits
End-of-Year Action Items

As 2016 comes to a close, it’s the time of year to review those end-of-the-year benefit plan “action items” that may require your attention.

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September 2016 | Employee Benefits
Medicare Part D Notice Due by October 14th

In preparation for the Medicare fall open enrollment period, employers sponsoring group health plans that include prescription drug coverage are required to notify all Medicare-eligible individuals whether such coverage is creditable.

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September 2016 | Financial Planning
Summit in the News

Peter Manning, President of Summit Financial Strategies, spoke to Financial Advisor Magazine about retirement planning for self-employed and small business owners.

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August 2017 | Retirement Plans
Passive vs. Active Funds

What’s the best choice for you?

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April 2017 | Market Updates
Market Update for the Quarter Ending March 31, 2017

U.S. equity markets had a very strong first quarter, despite mixed results for March itself.

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March 2017 | Employee Benefits
House Republicans Release Proposed ACA 'Repeal and Replace' Bill

Republican leaders in the U.S. House of Representatives have released the American Health Care Act, a bill which seeks to "repeal and replace" the Affordable Care Act (ACA).

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January 2017 | Market Updates
Market Update for the Quarter Ending December 31, 2016

Confidence was the key for the U.S. economy and financial markets in December. U.S. markets ended the year on a high note, with all three major indices up for the month, capping off positive quarterly and annual returns.

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December 2016 | Retirement Plans
Using the Income Replacement Ratio to Measure Plan Health

A common challenge for sponsors of defined contribution retirement plans is measuring the success of their plans in meeting their employees’ future needs.

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October 2016 | Market Updates
Market Update for the Quarter Ending September 30, 2016

Despite volatility, U.S. equity markets bounced back to close September with mixed results.

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September 2016 | Employee Benefits
IRS Issues Proposed Regulations on "Opt-Out" Arrangements

Proposals may impact employer liability under "pay or play".

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August 2016 | Financial Planning
Summit in the News

Senior Financial Planner Trish Gildea spoke to U.S. News and World Report about home loans as a method to pay for college.

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