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Who We Serve

summit financial group of indiana serves academia and similarly focused professionals whose passions and motivations lie outside of the money they earn

Essentially, we serve academia and similarly focused professionals whose passions and motivations lie outside of the money they earn.

In working with these professionals, our financial planners relate to their drive for excellence and the pursuit of their passions, since our whole purpose is to help people who are passionate get where they want to go simply and efficiently. We have experienced, passionate professionals that are in high demand, and as a result, they are in desperate need of a team of experienced financial advisors that act as their own financial concierge.

They often have little time to meet and contemplate what they have, where it’s at, and why it’s there—and further—what their next steps are, how they are going to get to the next financial base-camp, and when they have a calendar opening to stop and think—let alone stop and plan. That is why Summit is there. We are their “easy button” in the world of finance.

What academics, rocket scientists, research scientists, VPs, CEOs, CFOs, COOs, and other top tier professionals all have in common is their most precious commodity: time. They need a team that helps them maximize their time by helping them make wise decisions with their money.

We are available upon demand

We are proactively evaluating their financial plan for weakness and opportunity

We are reminding clients of their next base camp and the next step in achieving it

We are actively communicating to them their current update, alignment, and trajectory to their goals and any changes to be made to keep them focused and on path

Our scheduled updates happen in airports, terminals, offices, homes, cars, planes, and trains since the technology allows it and our clients demand this kind of flexibility  
(We don’t do vacation updates since our clients need them as bad as we do!)

Business Owners & Entrepreneurs

Agricultural Clients



PhD & Research

Medical Professionals

C Level Professionals

You've never settled for less, and why should you? Being in charge has allowed you the freedom and responsibility to make the most of the resources at your disposal. With Summit, your financial goals needn't be another hat you have to wear.

Check the background of this firm/advisor on FINRA’s BrokerCheck.