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Need more info? Attend a Live Workshop

Recognizing and Preventing Identity Theft


with Nathan Krampe, CFP®

Event Details

Recognizing and Preventing Identity Theft


with Nathan Krampe, CFP®

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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Sean McDermott, CFP®, was recognized by Forbes Magazine as one of the 2018 Best-In-State Wealth Advisors²

Sean has been providing financial services to more than 1,000 clients in the Midwest for 29 years. He provides a full range of financial services, including retirement and financial planning, individual money management, and estate planning.  Read More…

FORBES Ranks Nathan Krampe, CFP® Among Top Next-Generation Wealth Advisors²

“The need for financial advice has never been greater, and so is the need to develop the next generation of advisors so that more Americans can create bright financial futures. These advisors are leading the way by demonstrating the value of objective financial advice to support investors and build successful independent businesses. We look forward to supporting them for many years to come.”  Read More…

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.