Our Story

Everything Started in 2020

About Image
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
Our Team

Meet Our Team of Friendly Professionals

Team Member

Jim Spindler, CFP®

Director/Senior Financial Advisor
Team Member

Janet Brooks

Client Services
Designations

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

Designation

Certified Financial Planner™

Footer Hero

Company Logo

Securities offered through TD Ameritrade, Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.
Copyright © 2020 Summit Investment Advisory Group | Powered by AdvisorFlex