Jim Spindler, CFP®

Director/Senior Financial Advisor

Jim Spindler is the Director of Summit Investment Advisory Group (SIAG). He has an extensive background in comprehensive wealth management with particular depth in multi-generational planning. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Jim specializes in managing relationships grounded in comprehensive financial planning, asset management, trust and estate planning, and wealth and income strategies.

Jim has 25-plus years of experience guiding clients working with large regional firms, private wealth management groups, and now as Director of SIAG. Jim earned a Bachelor of Science degree in Finance from Shippensburg University. He is a Certified Financial Planner (CFP®).

In his spare time, Jim enjoys hiking and kayaking and spending time with his wife and two daughters. Jim is also a dedicated Philadelphia sports fan and enjoys cheering on the Eagles and Flyers. He is active in his community, serving as a board member for the Pennridge Chamber of Commerce.

639 Red Lion Rd. Huntingdon Valley, PA. 19006
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(215) 947-8007

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