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Summit Retirement Advisors
Summit Retirement Advisors
Lafayette, IN
Serving Clients Nationwide
Sound Financial Planning For Higher Ed Faculty and Accomplished Professionals
Primary Advisor Locations
Jon McCardle, AIF
Bambrah Walker
Summit Retirement Advisors
Video
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
About Us
Summit Retirement Advisors is an independent, fiduciary-minded financial services firm. We aim to make your financial journey simpler and your days less stressful. Recognizing each clients’ unique situation, we customize our strategy and advice to match your lifestyle and goals. Our approach is all about partnership and collaboration; we’re here not just as advisors but as supporters and confidants, helping you face financial challenges with confidence. We're based in Lafayette, Indiana and serving plans within over 40 different institutions across more than 25 states.Our services include 401(k), 401(a), 403(b), and 457(b) account management, succession planning, investment management, retirement planning, and financial life planning.
Link to Disclosure & Licensed States - https://bit.ly/SFGICompliance
Awards and Honors
- Centre for Fiduciary Excellence Certification
Badges
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- College Graduates
- Corporate Executives
- Couples
- Data Scientists
- Divorce
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Foreign-Born Individuals
- Gen X
- Gen Y / Millennials
- Individuals
- Investors
- Living in Retirement
- Military
- Newly Engaged / Newlywed
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Scientists
- Single Women
- Technology Professionals
- Widow
- Women Professionals
- Young Families
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