Helping Wyoming Families & Business Owners Navigate Retirement and Financial Planning with Confidence

Summit Ridge Financial Group is a relationship-centered financial firm in Gillette, Wyoming, helping families, retirees, business owners, and professionals navigate retirement planning, 401(k) solutions, business retirement plans, legacy planning, and long-term financial organization.

We believe financial planning¹ should feel personal, organized, and understandable — not overwhelming or sales-driven. Our team specializes in retirement income planning, business-owner strategies, family financial stewardship, and multigenerational planning with a calm, relationship-focused approach built on trust, communication, and long-term guidance.

Based in Gillette, Wyoming, we proudly serve clients across Wyoming with personalized financial strategies designed to help people feel confident, cared for, and prepared for the future.

¹Madison Robidart is a financial advisor offering fee-based financial planning services through Eagle Strategies LLC .

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307-686-2157

1. Discovery & Relationship Building

We start by getting to know you, your family, your goals, and what matters most to you. Whether you’re preparing for retirement, growing a business, protecting your family, or organizing your financial life, we want to understand the full picture before making recommendations.

2. Review & Organization

Next, we review your current financial situation, including retirement accounts, insurance, investments, business planning needs, beneficiary designations, and long-term goals. Our role is to help simplify complex financial topics and identify opportunities, risks, or gaps that may need attention.

3. Personalized Planning

Once we understand your goals and priorities, we create personalized strategies designed to help support your long-term financial confidence. This may include retirement planning, 401(k) solutions, business-owner planning, protection strategies, legacy planning, or family financial organization.

4. Ongoing Guidance & Support

Financial planning is not a one-time conversation. We believe in long-term relationships and ongoing communication. As life changes, we continue helping clients adjust their strategies, stay organized, and feel supported through every stage of life.

At Summit Ridge Financial Group, our goal is simple: help Wyoming families and business owners feel cared for, informed, and confident about their future through thoughtful, relationship-centered guidance.