Jon McCardle, AIF

AIF® helping accomplished professionals and higher ed faculty & staff

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Summit Financial Group of Indiana Jon McCardle, AIF He/Him
Lafayette, IN

Serving Clients Nationwide

AIF® helping accomplished professionals and higher ed faculty & staff

Areas of Focus

  • Career
  • Coaching
  • Compensation Planning
  • Employee Benefits
  • Estate Planning
  • Financial Life Planning
  • Getting out of Debt
  • High Net Worth
  • Inherited Wealth
  • Insurance
  • Investing
  • Investment Management
  • Owning a Business
  • Prioritizing Money
  • Retirement Planning
  • Saving
  • Setting Up Retirement Accounts
  • Student Loan Advising

About Me

Jon began his career with Stifel, Nicolas in Cincinnati, OH over 20 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)


  • BBB Accredited Business

Primary Location

310 ferry street lafayette, IN 47901


Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

Offers Investment Management


About our Firm

Summit Financial Group of Indiana (SFGI) is an independent, Fiduciary-minded financial services firm offering accomplished professionals and 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. 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.


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, 2022 Indianapolis Five Star Award Winner


  • English

Hobbies and Interests

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

FINRA Lookup

View Disclosure

Who We Serve

  • Attorneys
  • Business Owners
  • College Graduates
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Educators
  • Entrepreneurs
  • Foreign-Born Individuals
  • Gen X
  • Gen Y / Millennials
  • Government Employees
  • Healthcare Professionals
  • Individuals
  • Investors
  • Living in Retirement
  • Military
  • Physicians
  • Technology Professionals
  • Veterans
  • Women Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.