Founder and President
Financial Planner and Partner
Financial Planner and Partner
Why Summit
Summit Investment Advisors is a full service financial and investment advisory firm. Our financial consultants provide strategic investment management and professional advice for individuals, families, and businesses. We are experienced financial services professionals. We continuously strive to educate our clients while preserving, protecting, and growing their wealth.
We make a difference by providing the tools our clients need to feel confident in their financial decisions.
At Summit, we are able to bring great insight and perspective to
Financial Planning • Retirement Income Planning • Investment Management • Forward Tax Planning • Estate Planning.
Download Free Ebook: Our #1 Best Seller
Summit to Retirement: Finding Success on Your Financial Trek
Copyright © 2021 Sean McDermott, CFP®
Summit to Retirement: Finding Success on Your Financial Trek is a roadmap to retirement that will help you avoid obstacles, make informed decisions, and retire with confidence.
Whether you’re approaching retirement or still years away, this book will help to provide some of the answers you’re looking for, and could also answer questions you may not have thought to ask.
Sean McDermott has assembled a group of knowledgeable professionals who share their experience and expertise in an informative and easy-to-follow format and provide information that will benefit you and your family for years to come.
Attend an Event
Summit offers a series of Masterclasses focused on helping you pursue your retirement goals. Our informative seminars will provide the confidence and support you need to live confidently in your life after work.
