Summit Investments & Financial Planning brings the same disciplined approach used to manage billions in institutional assets to your personal portfolio. Fee-only. Fiduciary. Always in your best interest.
Every client relationship begins with understanding your full financial picture, then building a plan to strengthen it.
Benefit from institutional-level expertise applied to your personal portfolio. Custom allocations and proprietary strategies that tactically adjust to changing global economic outlooks.
Learn more →Comprehensive financial planning included with investment management. We evaluate your entire financial situation, identify strengths and gaps, and map a clear path to your goals.
Learn more →A custom retirement plan that alleviates uncertainty and answers the many financial questions that come with planning for life after work. Retire with confidence, not surprises.
Learn more →Fiduciary for all parts of the relationship, not just some. Every recommendation is legally required to be in your best interest.
No commissions. No hidden fees. No products to sell. You pay a transparent fee for advice that's never conflicted.
Your advisor previously managed investment selection for over $6 billion across 4,000+ accounts. That expertise now works for you.
You work directly with the firm's founder. No getting passed off to junior advisors, no turnover, no disruption to your plan.
Before founding Summit IFP, Michael served as an institutional investment manager overseeing investment selection across more than $6 billion in assets and over 4,000 accounts. Now he brings that same disciplined, research-driven approach to every client he works with.
When you work with Summit IFP, you work directly with Michael — no junior advisors, no call centers, no getting shuffled around.
Learn More About Michael →