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Summit Investment Advisors
We provide financial planning and asset management services throughout MN and surrounding states, ensuring every investment decision is an informed one.
Summit Investment Advisors
We provide financial planning and asset management services throughout MN and surrounding states, ensuring every investment decision is an informed one.
General information
Firm type
Bank / Wealth / Trust
Year founded
2000
AUM
over $1 billion in advisory and brokerage assets managed as of 09/2025 (per firm website)
Location
Region
North America
Country
United States
City
Roseville
Corporate office
3065 Center Pointe Dr Suite 2, Roseville, MN 55113, United States
Additional offices
St. Louis Park, MN · Hudson, WI · Boca Raton, FL
Principals
Sean McDermott
Certified Financial Planner
Russell Rogers
Certified Financial Planner
Scott Caskey
Certified Financial Planner
Brian Carlson
Certified Financial Planner
Joel Budd
Team Member
Matt Pasche
Team Member
Samantha Beavens
Team Member
Jack Schwartz
Team Member
Emmy Grovender
Team Member
Karina Liuzzi
Team Member
Sector focus
Frequently asked questions
Who runs investment decisions at Summit Investment Advisors?
The firm lists ten team members on its website, all of whom operate under the CFP fiduciary framework. Sean McDermott is identified as a founding principal, though specific portfolio management responsibilities for the advisory assets are not publicly delineated beyond the collective advisor team.
How does Summit Investment Advisors source its clients?
Summit reports that its client base of over 1,300 families has been built primarily through referrals. The firm also conducts educational Masterclasses and has published a book on retirement planning, which serve as outreach channels in Minnesota and Florida.
Is Summit Investment Advisors a fee-only or fee-based practice?
The firm's ADV or public disclosures have not been reviewed for this profile, so its precise compensation model is not confirmed here. However, its all-CFP structure subjects advice to a fiduciary standard, and its website states it does not push products or maintain a hidden agenda.
What investment strategies does Summit Investment Advisors employ?
Summit delivers integrated retirement income, investment management, and tax planning. Its investment approach is implemented through individually managed portfolios and employer-sponsored retirement plan guidance, rather than proprietary funds or pooled structures.
Which geographies does Summit Investment Advisors serve?
The firm operates from four offices — Roseville and St. Louis Park, Minnesota; Hudson, Wisconsin; and Boca Raton, Florida — and focuses its advisory services primarily on clients in Minnesota and Florida, with particular expertise in the medical technology sector.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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