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About Summit Retirement Partners

Summit Retirement Partners is a boutique investment management and consulting firm that works exclusively with organizations to help build and sustain high quality 401(k) retirement plans. Our experience, commitment and specialized knowledge help our Plan Sponsors design and maintain comprehensive but pragmatic retirement plans. By way of our proprietary research process and acute methodology for portfolio management, Summit Retirement Partners helps to ensure that the pinnacle of success is achieved for both employers and employees. Our approach allows us to excel in providing guidance through in depth fiduciary consulting, investment monitoring, asset allocation and manager search/selection. Summit Retirement Partners is gratified and steadfast in applying our services to help our Plan Sponsors accomplish the height of their goals. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Investment products, services and fee-based advisory services are only available to residents of: CA, FL, GA, MD, NC, NY, PA, & VA.

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