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Take a personalized approach to investing for the future you see for yourself and your loved ones with Summit Financial Advisors. Work with us to confidently build your diversified portfolio, evaluate your risk tolerance, and review and rebalance your investments as your needs change.

Create Your Custom Investment Plan

From professionally managed investments to one-on-one support, you’ll have all the resources to make the best next moves for you. Skip one-size-fits-all investing and work with a team who looks beyond a single account or product – so you know you're covering all of these important considerations in your planning:
  • Investment strategy
    Choose investments that align with your goals,
    timeline and comfort with risk.
  • Diversification
    Use different investment types to help manage risk
    across your portfolio.
  • Portfolio reviews
    Review your current investments and identify
    potential next steps.
  • Managed accounts
    Consider whether professional investment
    management may make sense.
  • Asset allocation
    Understand how your portfolio mix supports growth,
    income and balance.
  • Risk tolerance
    Talk through your comfort with market movement and
    long-term investing.
  • Portfolio rebalancing
    Discuss whether your investment mix should be
    adjusted over time.

Choose from Diverse Investment Options

Whether you want to be on the more conservative or aggressive side in your investing – or a balance of both – easily diversify for your preferences.
Buy ownership, or shares, in a company at a value that changes based on how the company performs. Lend money to a company or the government, who pays you back with interest after a set time period. Tap into a pool of investors and get a professionally managed mix of investments based on the strategy you choose. Get a portfolio tailored to your goals (such as generating income or growth), managed by our advisors. Create an investment road map with us that keeps you moving toward where you want to go. From rebalancing your current asset allocation to exploring a managed investment approach, take confident next steps with Summit Financial Advisors. Just fill out the form below, and a team member from Summit Financial Advisors will reach out to you soon.
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Tools & Resources for Investment Strategies

Frequently Asked Questions

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member / ). 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.
Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions, and it may not achieve its investment objective.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

Stock investing includes risks, including fluctuating prices and loss of principal.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.