Summit Financial Group of Indiana

Summit Financial Group of Indiana (SFGI) is an independent financial planning and wealth management firm specializing in creating tailored, sound financial strategies that revolve around your needs, wants, and wishes. We're a transparent, CEFEX-certified advisory firm that collaborates with private clients and University faculty & staff, who often have the intelligence and tools necessary to do their investment and financial planning, but rarely have the time it takes. As a result, we develop, calculate, coordinate and implement financial plans to keep your schedule free for the goals you want to accomplish.

Helping You Navigate the Right Course

Summit Financial is an independent financial planning firm that specialize in creating tailored and sound financial plans for every client they serve.