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Summit Financial Advisors

Guided Wealth Portfolios


Summit Financial Advisors

Welcome to Easy Online Investing

Just diving into the world of investing? Guided Wealth Portfolios combines the benefits of a personal financial advisor with technology. Get started with a $5,000 investment that you can add to anytime, plus enjoy the freedom of managing your portfolio your way.

Guided Wealth Portfolio on a computer screen

Smart, Simple Investing – No Experience (or Small Fortune) Necessary

It's easy to create your account, choose investments based on your goals and let smart automation work to better position your money. Plus, a Summit Financial Advisors professional is looking our for your goals - reaching out with insights and answering your questions

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Automated Portfolio Adjustments

Smart technology will automatically adjust your investments as the market changes to help keep your goals on track. Plus, reviewing your account and goals is always just a few clicks away.

Personal Experience

Personalized Experience

The automated platform and your Summit Financial Advisors representative make decisions based on your personal investment goals and your risk comfort level – no matter how much you invest.

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Added Expertise

If you’re ever looking for some extra guidance, a Financial Advisor will be there ready to help review your portfolio, share updates on market conditions and answer any questions.

Start Investing for Your Future

All you need is $5,000 to begin investing the simple, smart way with Guided Wealth Portfolios. Select a professional to work with to get started today.

Alex Herr

Associate Financial Advisor
Get Started with Alex

Isaac Morris

Associate Financial Advisor
Get Started with Isaac

Jay Haselwander

LPL Financial Advisor
Get Started with Jay

Terrance Johnson

LPL Financial Advisor
Get Started with Terrance

An annual small account fee is applied to accounts with less than $10,000 invested.

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Summit Credit Union and Summit Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Summit Financial Advisors and may also be employees of Summit Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union or Summit Financial Advisors. Securities and insurance offered through LPL, or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Summit Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit for more detailed information.