Focus on your research-driven career while we build a financial plan backed by data and designed for your field. Our approach combines data-driven strategies with personalized insights to create a financial plan that aligns with your unique intellectual career and goals. Your career is demanding, but your financial plan shouldn’t be. We build custom strategies for those leading in academic and scientific careers, with clarity, structure, and minimal effort on your part.

Summit partners with faculty, professionals, and entrepreneurs across 40+ institutions in 25+ states.

Our Services:
   - 401(k), 401(a), 403(b), and 457(b) account management
   - Employer and Employee Benefits Navigation
   - Retirement planning
   - Succession planning
   - Investment management
   - Financial life planning

Based in Lafayette, Indiana | Nationwide and Global Reach

Summit Retirement Advisors

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Summit Retirement Advisors

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