Luke J Buehler

Luke is the co-owner of Summit Wealth Management, Inc. (SWMI), a multi-generational wealth management firm dedicated to providing comprehensive financial planning and solutions to professionals, business owners, and individuals facing complex financial challenges. He holds the Accredited Investment Fiduciary (AIF) designation and is a recognized fiduciary, committed to serving clients with integrity and transparency.

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Luke began his career in the financial services industry in 1986. Early on, he recognized that clients were seeking more than just short-term financial advice—they wanted long-term, holistic planning. This insight led him to transition into independent, comprehensive wealth management, where he could offer clients a more strategic and personalized approach. By addressing both immediate needs and long-term goals, Luke helps clients create actionable plans that support their financial wellbeing throughout their lives and potentially for generations to come.

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In today’s ever-changing world—shaped by shifts in health, family, employment, markets, and tax laws—clients often require adaptable strategies to navigate life’s complexities. Comprehensive wealth management serves as the foundation that ties all aspects of their financial lives together, enabling them to take meaningful steps toward achieving their goals.

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Luke’s professional insight is enriched by his personal experiences. He and his wife have raised four children and are now proud grandparents. Luke takes pride in helping other through several civic and charitable organizations.