Jon McCardle

President, AIF®

Hello, I'm Jon.

I believe that acting with a fiduciary mentality is a behavior, not a slogan. You can identify those who are trustworthy based on the guidance they provide, the language they use, and the results they achieve. Together, we create a solid system and trajectory that supports your wants, needs, and wishes.

“Success is consistently doing the correct behaviors over and over and over again."

My History with Summit

Over twenty years ago, I started working in finance as a stockbroker with Stifel, Nicolas in Ohio. Even though I had little experience in the field, I was resolved to change the way people thought about financial advisory firms. This idea gave rise to an advisory firm that only provides clients with customized, practical, and tried-and-true financial plans. Serving a broad national and international clientele, we have expanded from managing $6 million in assets to about $200 million since purchasing the company in 2008.

My Education + Certifications

IUPUI-Indianapolis
Series 7,24,65,63 Licenses
CEFEX-certified

My Areas of Specialization

Comprehensive Wealth Management
Personalized Financial Advice
Investment Recommendations
Career & Business Coaching
High Net Worth
Estate Planning

My Affiliations + Accreditations

AIF®
SIE®
Regulus Financial Group and Regal Investment Advisors Affiliate

I’m inspired by …

The pride in helping clients achieve their goals.

I recently achieved the goal of …

Hitting the gym more regularly.

My Approach + Philosophy

Those with plans tend to do better than those without a plan. Good returns are a by-product of good risk management over time. Being a fiduciary is a behavior, not a catchphrase, and you can recognize a good fiduciary by the clients they help, the words they use, and the support they receive. Consistency in behavior is more telling than outcomes over time. Success is consistently doing the right behaviors over and over and over again.

Life Outside of Work

My hobbies include fresh cigars on the back patio, motorcycle rides, business and entrepreneurial coaching, fitness and a healthy lifestyle, and classic movies like Casablanca.