Summit Retirement Partners - The employee benefits broker and group health insurance advisor in Apex

Summit Retirement Partners

209 West Chatham Street
Apex, NC 27502

Practice Areas

  • Executive Benefits
  • Financial Wellness
  • Retirement Plans

Summit Retirement Partners Overview

     Summit is a Veteran and Native American owned business committed to assisting employers create and maintain a successful retirement plan. Retirement plans require specialized knowledge and dedication from employers and retirement plan consultants. Summit Retirement Partners works exclusively with retirement plans to ensure the appropriate dedication is committed to being a reputable plan consultant and offering the highest quality of service to employers and their employees.

     Today, LPL is the top independent broker/dealer and one of the largest Registered Investment Advisors (RIA) in the country.1 : LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit

      Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC. SHRM, Summit Retirement Partners and LPL Financial are separate entities.


1  As reported by Financial Planning magazine, June 1996–2018, based on total revenue. 


About The Service

Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.

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