Summit Financial Advisors

10/05/2026

At Summit Financial Advisors, we believe financial planning is about more than numbers — it’s about people, relationships, and helping you feel confident about your financial future.

Our team is here to support you through every stage of life, whether you’re planning for retirement, navigating a major life change, or simply have a question along the way.

We’re always just a phone call away and are happy to help however we can!

Thank you for trusting us to be part of your financial journey. We look forward to continuing to serve you!

Summit Financial Advisors — Here for You, Every Step of the Way.

10/02/2026

Big News! Summit Financial Advisors Is Growing!

We’re excited to announce an exciting expansion of Summit Financial Advisors with the addition of Steve Zelinsky, CPA, and the launch of Summit Tax and Accounting!

Our goal is simple: to make managing your financial life easier by bringing wealth management, financial planning, tax preparation, accounting, and strategic tax planning together

With this expansion, we’re creating a more comprehensive, one-stop resource for the financial needs of individuals and families—all with the personalized service and relationships you know and trust.
Whether you're planning for retirement, navigating tax season, managing your investments, or preparing for the future, we're here to help you connect all the pieces.

More expertise. More coordinated planning. One team working toward your financial goals.

Please join us in welcoming Steve Zelinsky, CPA, to the Summit family!

09/25/2026

A wonderful evening with wonderful clients! Thank you to everyone who joined us for our Annual Client Appreciation BBQ. We’re so grateful for your continued trust and support and loved getting the chance to connect, laugh, and make great memories together! 🍔☀️

Until next year! 🥂

09/14/2026

One of the questions I hear most often is, ”What should I focus on next?” It's a fair question. Every financial goal has value, but not every goal deserves your attention at the same time. Knowing where to focus first can help make the next decision a whole lot easier.

Find the next layer in your Money Stack.

09/07/2026

It's easy to think every dollar does the same job. But where you put your next dollar can make a surprisingly big difference. In some cases, it could unlock matching retirement contributions. In others, it might help you avoid costly interest or build a financial cushion for the unexpected.

One step can support the next.

08/31/2026

Have you ever noticed how the biggest financial headlines are rarely about the basics? It's easy to get distracted by the latest investment trend or market prediction. Yet some of the more valuable financial decisions are also the least exciting. I put together a quick visual guide that explains why the order of your financial decisions matters. You might be surprised by which step belongs at the top of the list. One of the biggest takeaways is that a few simple priorities can create a stronger foundation for everything that follows. From making the most of an employer retirement match to building a financial cushion, small steps can have a lasting impact.

Some financial moves do more.

08/24/2026

If you had an extra $500 this month, where would it go? Would you build your emergency fund? Pay down a credit card? Save for retirement? Invest it? They're all reasonable choices. That's what makes deciding so difficult. I recently put together a quick visual guide called The Money Stack. It isn't about adding another financial tip to the pile. It's about helping you think through which step might deserve your attention first. Follow along the simple framework for prioritizing your financial decisions, from building an emergency fund to paying down high-interest debt and making the most of the long-term.

The challenge is deciding what comes first.

08/07/2026

Ask five people what retirement means, and you may get five very different answers. For one person, it’s travel. For another, it’s more time with family. For someone else, it might be consulting, volunteering, starting a small business, caring for loved ones, or finally having space to explore what comes next. Planning for retirement is still about the numbers. But it’s also about the life behind the numbers into something much more personal. What do you want your time to look like? What responsibilities might shape your plans? What kind of flexibility matters most? Those are planning questions too.

Explore the next chapter you get to author.

07/31/2026

Check out how retirement has shifted from a finish line into a more flexible life chapter. For some, that chapter includes part-time work. For others, it means volunteering, consulting, caregiving, traveling, creating, or trying something completely new. Retirement is not one-size-fits-all anymore.

The shift from pensions changed the story.

07/24/2026

More than 1 in 4 Americans between the ages of 65 and 74 still work today. That’s higher than the share from about 30 years ago. But it is not just about paychecks. For many people, work in retirement can mean purpose, structure, social connection, flexibility, or the chance to do something that feels more personally meaningful.

Retirement is becoming more personal.