About Us

Who We Are

The professionals at Summit Financial deliver customized retirement plans, employee benefit plans, as well as personal tax and financial planning solutions to organizations and individuals.

We offer flexible, prudent strategies to maximize the growth and protection of business, financial, and human capital.

We are problem solvers approaching everything from a “solution-based” starting point, with passion, conviction and integrity.

We deliver to our clients some of the most competitive full-service, cost-effective plans in today’s marketplace.

Our clients vary in size from small closely held companies to very large national corporations encompassing all industry sectors including for profit as well as not-for-profit organizations.

In a marketplace that is complicated with buzz words, competing service models, “commoditized” products and increasing fiduciary concerns, every member of our staff is guided by our core values of passion, commitment, respect, trust and independence.

We are benefit and financial planning specialists, with over 100 years of collective experience, who remain grounded in our mission to improve and protect the health, welfare, and financial well-being of your organization and its employees and their families.