Need more info? Attend a Live Workshop

Vision Board


with Lori Aufderhar

1:00pm Event Details

Our workshops focus on common financial concerns that individuals and families face in retirement. Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.

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Financial Planning

Our approach to financial planning has been designed with you in mind. Learn More

Investment Management

Our goal is to help you preserve and protect what is most important to you and your family. Learn More

Estate Planning

We believe in creating a plan that can save your heirs time, grief and money. Learn More

Understanding Today’s Financial Environment

Welcome to Summit Investment Advisors, a financial organization in Roseville, MN. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.