Our Story

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About Image
As an independent Registered Advisor firm, we answer to our clients, rather than a parent company with its own agenda allowing for independent advice built on education, experience and knowledge. As a fiduciary, we are legally bound to put clients' interests first in any decision we make or recommendation we provide. By aligning our guidance, investing principles and planning with equal passion we go beyond being an investment advisor to becoming a dedicated partner. Summit Investment Advisory Group prides itself on always doing the right thing for those we serve.
We focus on Comprehensive Wealth Management.
Jim Spindler, CFP® Director/Senior Financial Advisor

Meet our Director

Team Member

Jim Spindler, CFP®

Director/Senior Financial Advisor

We are proud to sit on the same side of the table as our clients.


Certified Financial Planner™

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Securities offered through TD Ameritrade, Inc. Member FINRA/SIPC.
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