# Summit Investment Advisors

Summit Investment Advisors is a Bank / Wealth / Trust based in Roseville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Roseville, United States
- **Region:** North America
- **Address:** 3065 Center Pointe Dr Suite 2, Roseville, MN 55113, United States
- **Founded:** 2000
- **Assets under management:** over $1 billion in advisory and brokerage assets managed as of 09/2025 (per firm website)
- **Website:** www.summitinvest.com
- **LinkedIn:** https://www.linkedin.com/company/summit-investment-advisors

## Regulatory record

- **Reports private funds:** No

## About

We provide financial planning and asset management services throughout MN and surrounding states, ensuring every investment decision is an informed one.

## Sectors

- Retirement Planning
- Tax Planning
- Investment Management

## Offices

- St. Louis Park, MN
- Hudson, WI
- Boca Raton, FL

## People

- 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

## 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.

## Related profiles

- [Summit Housing Group](https://altss.com/profile/summit-housing-group)
- [Summit Park](https://altss.com/profile/summit-park)

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Last updated: 2026-06-03T20:00:00.000Z

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