Unclaimed brand
Fiduciary financial advisors helping individuals, retirees, and business owners with wealth management, retirement planning, investment management, and financial planning based in Utah and serving clients nationwide.
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Hex Code
Color name
RGB
HSL
CMYK
#D0A95E
Sundance
208, 169, 94
39, 55, 59
0, 19, 55, 18
#0F261D
Celtic
15, 38, 29
157, 43, 10
61, 0, 24, 85
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
Summit Oak Advisors is a Utah-based financial advisory firm serving individuals, families, retirees, business owners, professionals, executives, and nonprofit organizations, with clients nationwide. Its team provides personalized guidance to help clients navigate financial decisions, become more organized, and plan for both current priorities and long-term goals. The firm’s services include wealth and investment management, retirement planning, estate planning coordination, risk planning, and tax planning coordination. Business planning, employer retirement plan services, and financial solutions for nonprofits are also available.
Summit Oak Advisors works with clients facing needs such as preparing for retirement, evaluating Social Security and healthcare costs, managing stock compensation, planning business succession, and building or transferring family wealth. Its team includes CFP® professionals and advisors with AIF® and CEPA® designations, and the firm reports more than 135 years of combined experience and over 3,000 families served. The firm describes its approach as fiduciary and fee-based. Based in Salt Lake City, it also has an office in Springville, Utah.
Brand industry
Finance
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How do I download the Summit Oak Advisors logo?
The Summit Oak Advisors logo comes in two versions: a logo and an icon. Download as transparent PNG or JPEG.
What are Summit Oak Advisors' brand colors?
The Summit Oak Advisors color palette uses the hex codes #D0A95E, #0F261D and #FFFFFF.
The Summit Oak Advisors name, logos and brand assets are trademarks of Summit Oak Advisors and its affiliates. Brandfetch isn't affiliated with or endorsed by Summit Oak Advisors. Their use is subject to Summit Oak Advisors's brand guidelines.
