Michael McGill, CFA, MBA

Founder & Financial Advisor at Summit Investments & Financial Planning

Michael McGill, CFA, MBA - Financial Advisor at Summit Investments and Financial Planning
CFA Charterholder MBA Registered Investment Advisor

Bringing Institutional Expertise to Your Personal Wealth

Michael McGill founded Summit Investments & Financial Planning with a clear mission: to give individual investors access to the same caliber of investment management that large institutions receive.

Before launching Summit IFP, Michael served as an institutional investment manager responsible for investment selection across more than $6 billion in assets and over 4,000 accounts. That experience gave him a deep understanding of markets, risk management, and the disciplined approach required to build and protect wealth over time.

Now, Michael applies that same institutional-quality process to every client relationship at Summit IFP. He works directly with each client to understand their complete financial picture — from daily cash flow to long-term legacy goals — and builds a strategy designed to grow and protect their wealth.

Investment Philosophy

Disciplined, Research-Driven, Personally Managed

Michael's approach to managing your investments isn't based on chasing trends or following the herd. It's built on the same rigorous, research-driven framework he used to manage institutional portfolios.

  • Custom portfolio allocations tailored to your financial situation and risk tolerance
  • Proprietary strategies that tactically adjust to differing global economic outlooks
  • Ongoing monitoring and rebalancing to keep your portfolio aligned with your goals
  • Direct, independent investment decisions — no passing along others' opinions
Your Relationship With Summit IFP

Personal Attention, No Middlemen

When you work with Summit IFP, you work directly with Michael. There's no team of junior advisors, no call centers, and no getting shuffled around. Your financial life gets the personal attention it deserves.

As a fee-only fiduciary, Michael is legally and ethically bound to act in your best interest at all times. He doesn't earn commissions or sell products — his only incentive is helping your financial plan succeed.

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Ready to Work With an Advisor Who Puts You First?

Schedule a no-obligation conversation to see if Summit IFP is the right fit for your financial goals.

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