Summit Investments 

and Financial Planning

A registered Investment Advisor

Call or text: 330-256-4283


Michael McGill, CFA, MBA

Benefits of a relationship with me: 

Fiduciary for ALL parts of the relationship

(act in your best interest)

Fee only 

(no commissions)

Provides complimentary comprehensive financial planning

Has extensive institutional investment management experience                     (responsible for investment selection for over $6 billion across  more than 4,000 accounts)

Free Consults and Portfolio Reviews - I've seen some terribly managed investment portfolios in my years. Let me make sure yours isn't one of them. 

Let's schedule a time to chat, whether it's over the phone, in person, or a video call.  

Michael McGill, CFA, MBA

Investment Management

Extensive experience as an institutional money manager allows my unique expertise to work for you. My approach to managing your investments involves custom tailoring allocations and solutions to your financial situation. The proprietary strategies I manage tactically adjust to differing global economic outlooks.

Financial Planning

Unlike almost all advisors, my in-depth financial planning is included as part of investment management. Are you doing everything you should be with your money? My financial planning process assures you are taking the right steps today for your long-term success and to assure your money is working for you today! 

Retirement Planning

My work with your custom retirement plan can help alleviate the uncertainties that surround retiring without a plan. I can help you answer the many financial questions that accompany planning for retirement. Let's build a confident plan together so there's nothing unexpected when the big day is here or already here.