Real Clients, Real Success
We prioritize our clients above all else. We’re dedicated to understanding their unique financial aspirations and creating personalized strategies that align with their goals.
Please Note:
The following testimonials were given by current clients of Summit Financial. No compensation was provided for the testimonials. This arrangement creates a material conflict of interest because Summit Financial has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.
The Summit Experience
“Summit Financial has advised my family and me for 7 years. Jon helped us manage our finances, plan retirement, and achieve short-term and long-term goals in a short time. Summit provides a balanced viewpoint on life and career financial decisions and help us make smart choices. They have kept us on track and disciplined in our planning. I will continue to recommend them to colleagues. Summit staff works hard and follows up.”
—Chef Ambarish Lulay, Cornell University
"Summit and I have worked together for over ten years. Respect and honesty have always been shown to me. The team helps me manage my investments and explains 'what' and 'why' they recommend adjustments. I appreciate Jon and the team's support because I don't have time or inclination to study investing."
—Chris Rudd
“As clients of Summit, the team have given my wife and me peace of mind, confidence, and security for just over a decade. Through both bear and bull market events, they helped us find our way through the chaos. Knowledge, confidence, and excellent personal care make me recommend Summit to friends and family. Many thanks for all the years you've looked out for us.”
—Darryl and Lisa Hatke
“I needed a more informed and proactive advisor as I got closer to retirement. Before then, my money was in my employer's generic investment vehicle. After meeting with a few companies, I decided this was the best fit. I believe my account is well-managed and individualized. We chose a profile management plan that fit my lifestyle and goals. I have meetings on a regular basis to talk about how things are going and make changes as needed. I always feel valued and in good hands!"
—Debra Lineback, RN
"I've always felt like a special and valued client. They get to know me and my financial goals before making recommendations. No pressure to invest in a certain way, and we've discussed all investment decisions, sometimes without end. When we stop investing and start living off what we've built, I'll feel confident I'll be financially secure. Much appreciated peace of mind!"
—Dr. Elizabeth Nunamaker, Dir. Charles River Laboratories
"My partner and I have a great rapport with Summit. We've had retirement planning and money management since 2009. We dealt with debt, prepared for our futures, and lived comfortably since then. Through a deeper partnership with Summit, our family can live its best life through our values. Our experience has been wonderful!"
—Department Head, Dana A. Miller College of Biomedical Eng. Professor Kevin Otto, Purdue University
“Since partnering with the Summit team for our financial planning, we have experienced exceptional support and guidance. Furthermore, my spouse and I are very pleased with how much input we have had in creating an appropriate action plan for our future. As the market goes through difficult conditions, the team listen to our concerns, give us detailed feedback on our plans, and quickly protect our investments. Summit comes highly recommended!”
—Professor Gregory Knipp, Purdue University
“My experience with Summit Financial has been nothing less than outstanding over the past several years. All staff interactions have been professional, and the team consistently exceeds expectations. Jon set my husband and myself up for retirement. We are confident we will meet our financial goals and continue our current lifestyle after retirement.”
—Susan Bogdanowich-Knipp, PhD, Owner Ravine Pharmaceuticals LLC
“Working with Summit has been great. You truly get the sense that your success is vital to their success. They will answer any question you have and walk you through your options in a clear and understandable way.”
—George Lyle IV., Purdue University
“Summit handled my investment integration seamlessly, and I was kept informed and supported throughout the process. The team is great to work with. They are good at their jobs and connect well with those who provide services. I feel recognized, valued, and fortunate to have found these advisors.”
—Chef Joshua Holden, Cornell University
“We've used Summit for nearly 20 years. Their entire team helped us financially from when our kids were in college to now as empty nesters dealing with inheritance matters. We rest assured that our investments and retirement readiness are in safe hands. We've recommended their services to friends and family many times.”
—Professor Jeffrey and Janice Brower, Purdue University
“I am a scientist, and unfortunately, I have never been inclined to learn about or follow the market and financial strategies. I have realized that this will never be something I am interested in or good at. My Summit advisor meets with me twice a year and explains what is happening in the market and what strategies they suggest I take. It gives me peace of mind that someone much better trained in the market is looking after my interests. As a scientist, I realize how important it is to rely on someone trained and experienced in their field.”
—Professor Keith Edmisten, North Carolina State University
“Summit's experienced team safeguards my investments every step of the way. They understand that academics are brilliant in their fields, but we're often too busy with the semester to be following the markets. I used to feel guilty when meeting with fund-provided financial advisors. With Summit, no. The team helps me understand my investments and go over my options while respecting my professional, family, and risk tolerance. Summit keeps me focused on retirement.”
—Kimberly Garza, St. Edward's University
"I started preparing for retirement late. I needed an advisor who could manage my investments well. While I was looking for advisors, I ran into problems that made me feel uncomfortable. One advisor worked for a national company that I didn't trust. Another suggested only re-balancing annually. I wanted an advisor who would be involved with my investments, or even better, who would be proactive. I found that in Summit. They provide straightforward advice. Always being informed gives me confidence in the strategy."
—Matthew Golden, Purdue University
"The team goes beyond financial advice. A true partner, they oversee our financial security and future. They support us through life changes. Over the past eight years, we've sold a company, lost a job, started a new business, sent two children to college, lost two parents, and had a pandemic. The easiest thing to say is that I have never worried about our financial security in the past 8 years, despite the chaos. I don't worry because Summit are at the helm."
—Pamela Smith, PhD, Owner, Improved Pharma LLC
“I have been working with Jon and the Summit team for over 10 years. My financial security would not be what it is today without his advice and guidance. Summit gives you 100% commitment, is informative, has integrity, and offers advice that helps you. I highly recommend this team to anyone looking for an advisory team.”
—Dr. Raji Sundararajan, Purdue University
"When I first started working with them, I didn't expect to get so much personal attention. They go above and beyond what I expected, keeping me informed about my progress and supporting my plan for retirement. They provide me recommendations and strategize how to reach my short-term goals. Summit has helped me prep for retirement in ways I never would have thought of, and I feel very safe knowing that they are safeguarding my well-being."
— Dr. Timothy Bond, Purdue University
The testimonials provided by our clients have been revised for clarity and conciseness. These amendments were made with the explicit approval of the clients to ensure their original sentiments and experiences were accurately reflected. We are committed to transparency and maintaining the integrity of their feedback.
