# Summit Oak Advisors

- **Website:** <https://summitoak.com>
- **Primary alias:** `summitoak.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/profile.php?id=61592448036494)
- [instagram](https://instagram.com/summitoakadvisors)
- [linkedin](https://linkedin.com/company/summit-oak-advisors)
- [twitter](https://twitter.com/SummitOak_)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idRsWhHpAe/w/600/h/170/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793244672634)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idRsWhHpAe/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793244672816)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Sundance | #d0a95e | accent |
| Celtic | #0f261d | dark |
| White | #ffffff | light |

## Fonts

- Lato — asset _(google)_
- Helvetica Neue — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idRsWhHpAe/w/1500/h/500/idH4d2zSx8.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793244672500)

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_Source: <https://brandfetch.com/summitoak.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._