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The Summit Retirement Partners Difference

  • We provide our clients with independent, customized, objective advice. 

  • We act as an investment fiduciary so that your priorities are first and foremost.

  • We customize strategies to address your needs. We tailor to you.

  • We don't expect you to be a jack-of-all-trades, so neither are we. We use a team approach so you get to work with specialists.

Steep Mountains

Who We Are

A dedicated team of professionals who strive to make retirement easy.

Our goal is to meet or exceed our clients expectations and we are focused on delivering the highest level of client service though a seamless process.

 
Strategic Partners

Our industry partners at LPL Financial allow us to deliver solutions to your company and strive to offer only the best in financial guidance.

 

A Message From
Our Founder

"We’re driven by a group of passionate and innovative retirement plan specialists who share one goal in mind—helping your employees to secure an independent retirement."

-Ryan M. Verdery, AIF®

The Summit Hierarchy
of Participant Outcomes

Each employer-sponsored retirement plan is unique and so are their metrics for success. The first step in measuring the success of your plan is determining where the plan currently stands given your company and employee’s needs. Once the current status of the plan is determined, it is possible to evaluate how far away the goal your plan is, and then a course of action can be established. Summit Retirement Partners helps plan sponsors pursue their goal of a successful retirement plan. There is no such thing as an average plan and that is why Summit Retirement Partners provides each of our retirement plan clients with a custom strategy to address their goals.

 Outcomes 

Investments

Investment Platform