Summit Retirement Advisors Employee Directory

Financial ServicesUnited States2-10 Employees

Summit Retirement Advisors simplifies your financial journey, so you have the time and energy to focus on what matters most. As an independent, fiduciary-focused firm, we’re committed to delivering personalized financial strategies that align with your unique career path, lifestyle, and goals.

From retirement planning to managing complex accounts like 401(k), 403(b), and 457(b), we partner with faculty, professionals, and entrepreneurs across 40+ institutions in 25+ states. Our collaborative approach means we’re more than advisors—we’re your confidants and partners, equipping you to tackle financial challenges with confidence and clarity.

Our Services:
   - 401(k), 401(a), 403(b), and 457(b) account management
   - Employer and Employee Benefits Navigation
   - Retirement planning
   - Succession planning
   - Investment management
   - Financial life planning

Based in Lafayette, Indiana | Nationwide and Global Reach

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