The 5 Best Financial Planners Around Summit County

When it comes to building wealth, Summit County residents know that financial planning is about more than just crunching numbers. It’s about setting goals, protecting futures, and making informed decisions that stand strong no matter how the markets shift. In the Best of Summit, financial planners are recognized for guiding clients through everything from retirement strategies to college savings and investment planning with both expertise and care.

Kelly Garoutte - Edward Jones

Kelly Garoutte brings the personalized approach Edward Jones is known for to her Frisco office. She takes the time to understand each client’s priorities, whether that means planning for retirement, navigating investment options, or preparing for unexpected life changes. Kelly’s focus on building long-term relationships reflects her commitment to helping clients create strategies that grow and adapt over time.

Carly Nixon - Capital Consulting & Asset Management

At Capital Consulting & Asset Management, Carly Nixon works with clients to design financial plans tailored to their lives and goals. Her practice emphasizes strategic planning and investment management, blending technical know-how with straightforward advice. Carly’s clients benefit from her ability to simplify complex financial concepts and build confidence in their long-term financial health.

Ian Donovan - Edward Jones

Also part of the Edward Jones network in Frisco, Ian Donovan focuses on helping clients make financial choices that align with their vision for the future. Whether it’s asset allocation, insurance planning, or saving for milestones, Ian is dedicated to providing the tools and strategies clients need to stay on track. His work is built on clear communication and a strong foundation of trust.

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