About Summit Advisory

Our clients are at the center of everything we do. We invest the time to understand your unique circumstances, needs, and expectations — and we apply that understanding to everything we deliver.

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Our Mission & Vision

We Provide Professional Services to Help Your Business and Life Thrive

Summit Advisory exists to deliver exceptional, integrated professional services that empower individuals, businesses, and nonprofit organizations to achieve their goals with confidence and clarity.

"To effectively navigate the trials of life, one must know where the trial leads. Let us be your guide."

We are different — and so is our way of thinking. We like to get to know our clients well and carry out much of our work in person, often face to face. Every client is different, with unique characteristics and differing needs and expectations, and we spend significant time understanding what success looks like for you specifically.

Our mission is to provide impeccable service by combining Big Four-level expertise with the personal attention and accessibility that only an independent firm can offer.

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Our Core Values

What We Stand For

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Impeccable Service

We hold ourselves to the highest standard in every engagement — no exceptions, no shortcuts, no compromise on quality.

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Transparency

We communicate clearly, price transparently, and ensure our clients fully understand every recommendation we make.

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Client-First Culture

Every decision we make as a firm is evaluated through a single lens: is this what is best for our client?

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Commitment to Excellence

We continuously refine our skills, embrace new technology, and invest in our team to deliver excellent advice and service.

Our History

Roots That Run Deep — A Legacy of Professional Excellence

We can trace our firm's roots back to the late 1920s. For nearly 100 years, our professional lineage has held itself to the highest standards to ensure impeccable service to clients across all industries and all stages of life and business.

The professionals at Summit Advisory carry forward a legacy of excellence that has been built and refined across generations of practitioners. We have seen every economic cycle, every tax law change, and every business challenge imaginable — and we bring that depth of perspective to every client we serve.

We continuously enhance our skills to deliver exceptional advice and service. We offer Big Four expertise — without the exorbitant fees and without losing the human connection that makes professional services truly valuable.

100+Years of Combined Experience

1000+Audits Conducted Annually

5★Client-Rated Service