Summit Investment Advisors was founded in 2000 with a straightforward belief: that people deserve a financial advisor who stays in their corner for the long haul, not just when it's time to review a portfolio.

More than two decades later, that commitment still shapes everything we do. We're a boutique firm serving over 1,300 families primarily in Minnesota and Florida, with over $1 billion in advisory and brokerage assets managed as of 09/2025. We've grown through referrals, we have over 100 five-star reviews on Google. We think all of those things say more about who we are than any credential ever could.

We've stayed intentionally small because we believe meaningful relationships require personal attention. When you call our office, a real person answers within 30 seconds. When you come in for a meeting, we're not just looking at your portfolio and moving on. We're getting to know your family, your story, and the life you're living and working toward. 

From day one, education has been central to how we build and maintain those relationships. We've spent more than 25 years teaching retirement and tax planning workshops because we believe an informed client is a confident one, and confidence is what makes the difference when the big decisions arrive.

Every advisor on our team is a Certified Financial Planner, which comes with a commitment that matters. We are required to act in your best interests—always. We don't push products, and we don't have a hidden agenda. When we make a recommendation, it's because we believe it's the right move for you. We measure our success by one thing: whether you're on track to retire with confidence and live the life you've imagined.