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Leave the process to us.

Outcome-driven consulting and research

through integrity, knowledge, and discipline.

About Summit

About Summit Retirement Partners

401(k) Retirement Plan Consulting

Summit Retirement Partners is a boutique investment management and consulting firm that works exclusively with organizations to help build and sustain high quality 401(k) retirement plans. Our experience, commitment and specialized knowledge help our Plan Sponsors design and maintain comprehensive but pragmatic retirement plans.


By way of our proprietary research process and acute methodology for portfolio management, Summit Retirement Partners helps to ensure that the pinnacle of success is achieved for both employers and employees. Our approach allows us to excel in providing guidance through in depth fiduciary consulting, investment monitoring, asset allocation and manager search/selection.


Summit Retirement Partners is gratified and steadfast in applying our services to help our Plan Sponsors accomplish the height of their goals.

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How Can We Help You

Our Four "F's"
Steep Mountains
Well-Being & Confidence in Retirement

That’s our mission. That’s our passion. Here’s what we can do for you.

Contact us


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209 West Chatham Street
Apex, NC 27502

919.674.0595  Direct

888.400.5355 Facsimile

855.AIF.401K  Toll Free

Securities and  advisory services offered  through LPL  Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Investment products, services and fee-based advisory services are only available to residents of: CA, FL, GA, MD, NC, NY, PA, & VA.

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