Summit Wealth Advisors, Inc.

Bob, the principal advisor at Summit Wealth Advisors, Inc., has been serving the financial needs of Summit County's investors for the past 25 years, in addition to working with clients nationwide. Bob works with an associate advisor, Emily Messegee CFP®, and together they offer an objective, unbiased approach to investing. Bob and Emily service each client uniquely by providing a custom tailored, holistic plan and investment strategy that meets the client's financial objectives. We assist in the following areas:

Retirement PlanningFinancial PlanningFee-Based Services 
Wealth ManagementInvestment Advisory & Management