Call or text: 330-256-4283
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
Founder and Financial Advisor, Summit Investments and Financial Planning.
Extensive experience as an institutional investment manager - previously responsible for investment selection for over $6 billion across more than 4,000 accounts. I utilize proprietary, low-cost diversified ETF investment strategies.
Bachelors of Arts in Finance along with a MBA from Walsh University, where I played football.
Married to my high school sweetheart. We reside in Green, OH with our three children and two dogs.
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.
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!
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.