Summit’s Next Chapter: A New Identity for Decades of Trusted Support

For over 20 years, we’ve been dedicated to helping our clients achieve their financial goals with personalized guidance and support. Now, we’re excited to introduce the next chapter in our journey: Summit Financial Group of Indiana is officially rebranding as Summit Retirement Advisors. This transformation began earlier this year, with updates rolling out in September, and will be fully complete with the launch of our redesigned website in early 2025.

So, why the change? 

Over the past decade, we’ve grown beyond Indiana, partnering with people at over 40 institutions across the country and around the world. To reflect this growth, our new name emphasizes helping clients navigate life’s financial milestones with the same tailored strategies and support.

This rebranding isn’t just about a new name—it’s about a fresh, modern identity. Our updated logo and design reflect our forward-thinking approach, while our new website will make it easier than ever to gain insights and connect with our team. The goal is to create a seamless experience that supports your financial well-being every step of the way.

While our name and look are changing, everything else remains the same. You’ll still find the same trusted team, the same commitment to personalized advice, and the same dedication to helping you achieve your goals. Bambrah Walker said it best:

 This rebrand isn’t about changing who we are—it’s about better aligning our identity with the values and support that define us. Our goal aims to help clients stay focused on their goals, both for today and the future. Our mission remains the same, and so does the team delivering it.

Over the last few months, you’ve likely noticed updates on our social media, in communications, and even on our Google Business page. We’re keeping you informed throughout this process because your trust is the foundation of our work. If you have questions about the rebrand or just want to share your thoughts, we’d love to hear from you. Connect with us on social media or reach out—we’re here to chat and share more of our story with you.

Here’s to new beginnings, fresh designs, and the same mission to your personal success. As we move into 2025 as Summit Retirement Advisors, we look forward to continuing this journey with you. Let’s move forward together!

Best, 

The Summit Retirement Advisors Team