Welcome!
Here at Summit Ridge Financial Group, LLC., we are dedicated to serving your financial and family dreams so you can focus on what matters most. You can count on our team to be their through all of life's milestones.
Madison Robidart dedicates her time to serving Business Owners, Busy Professionals, Pre-Retirees, and their families. Madison specializes in working with clients to bring all of their financial pieces together to work more efficiently, maximize their profitability, and minimize their risks and taxes. Many of the clients who come to see Madison have never-ending to-do lists, and very little time, but want to make sure that they are making the best choices for their businesses and/or families. She focuses on creating simple, and creative solutions to help them to achieve their goals more quickly and to solve problems they may or may not know they are or will be facing in the future.
When she isn't with her clients, Madison enjoys spending time with her husband and daughter, playing games and exploring new things together.
Louis or "Sonny", as most people call him, has been servicing his clients since 2016. He is dedicated to providing education and resources to those getting ready to retire, or who have already retired, and Business Owners. Many of his clients have worked their entire lives to save and prepare for the future. As he likes to put it, "You've worked hard to climb the mountain to retirement, I like to help my clients safely climb back down."
When he is not in the office, Sonny enjoys watching sports, spending time with his friends and family, and coaching the youth of today.