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Jon McCardle, AIF

Helping You Attain Your Personal Summit

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Summit Financial Group of Indiana Jon McCardle, AIF
Lafayette, Indiana

Serving Clients Nationwide

Helping You Attain Your Personal Summit

Areas of Focus

  • Career
  • Coaching
  • Employee Benefits
  • Employee Stock Options
  • Financial Life Planning

About Me

Jon began his career with Stifel, Nicolas in Cincinnati, OH over 16 years ago as a stockbroker. He knew that he would enjoy the world of finance much more if he could find a more client-focused approach to offering financial advice and began an exhaustive search for a more suitable firm. Upon interviewing with the top national financial firms, in 2002, Jon found his calling at Summit Financial Group of Cincinnati. In the spring of 2008, Jon decided to purchase the practice entirely and continue its growth to today.

As President, Jon McCardle managed the firm from 2002 to 2008, at which time he purchased the firm. His guidance and diligence, along with the collaborative efforts of his team, have helped the firm grow significantly in the past 10 years.

Since coming to the Lafayette, West Lafayette Community, Jon has taught financial classes and been the keynote speaker for the Town of Delphi, Ivy Tech Community College, Sagamore Surgical Center, Rea Magnet Wire, Fisher’s United Methodist Church, and 2nd Street Baptist Church as well as numerous other companies, churches, and non-profit entities. Jon has also written articles for Doctors of Dentistry Magazine, and Carmel Magazine, and has been listed in the “Who’s Who of the Financial industry”.

Professional Designations

  • Accredited Investment Fiduciary (AIF)

Primary Location

310, Ferry Street, Lafayette, Indiana, 47901

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

Offers Investment Management

Yes

About our Firm

Summit Financial Group of Indiana (SFGI) is an independent, Fiduciary-minded financial services firm offering Higher Education faculty & staff expert financial advice. We're a fully transparent, concierge-level advisory firm that collaborates with you to create a custom financial plan to revolve around your wants, needs, and wishes in life. Some of our services include 401K, 403(b), and 457(b) account management, investment management, retirement planning, and financial life planning.

Licensed in these states: Florida, Illinois, Indiana, Kansas, Kentucky, Maryland, New Hampshire, New Jersey, Ohio, Pennsylvania, and South Dakota.

Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Regulus Financial Group, LLC and Regal Investment Advisors are affiliated entities. Summit Financial Group of Indiana is independent of Regulus Financial Group, LLC and Regal Investment Advisors.

Education

IUPUI - Indianapolis

Volunteer Experience

Classroom Instructor - Junior Achievement USA | Barton D. Morgan Business Plan Competition Judge - Purdue University

Awards and Honors

  • Jackson Stars - Top Wealth Manager. 2007, 2008, 2009, 2010, 2014
  • Five Star Professional - Top Wealth Manager. 2010, 2014
  • Regal - Club Level Representative for Outstanding Service. 2005
  • Jackson National - Outstanding Customer Service. 2006
  • Griffin Capital - Valued Producer Award. 2013, 2014
  • Expert Network - Distinguished Wealth Manager. 2016, 2017
  • Forbes Magazine - 2013 & 2017
  • Five Star Professional - 2020, 2021, 2022ndianapolis Five Star Award Winner

Languages

  • English

Hobbies and Interests

  • Basketball
  • Family
  • Fishing
  • Golf
  • Motorcycling
  • Movies
  • Reading
  • Traveling
  • Walking
  • Working Out

Who We Serve

  • Business Owners
  • College Graduates
  • Couples
  • Divorce
  • Dual Income Family
  • Educators
  • Foreign-Born Individuals
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Single Women
  • Widow
  • Women Professionals
  • Young Families

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from financial advisors who pay to be featured on our platform. This creates a natural conflict of interest when we promote financial advisors on Wealthtender over professionals not on our platform. Learn how we operate with integrity to earn your trust.