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

Summit Retirement Partners

Retirement plan benefits for both corporate and non-profit organizations.
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 The firm was formed in 1989 through the merger of two small but successful brokerage firms: Linsco and Private Ledger. In 2010, LPL acquired certain assets of National Retirement Partners to form its retirement-plan focused division, LPL Retirement Partners. By combining boutique focus with the strength and resources of a national brokerage firm and Registered Investment Advisor, LPL boasts an elite corps of top-ranked advisors coast-to-coast.2

1  As reported by Financial Planning magazine, June 1996–2018, based on total revenue. 2  LPL advisors and advisor teams made up a quarter of the PLAN ADVISER 2017 Top 100 Retirement Plan Advisers List. Selected solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.


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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