Your Local Financial Planners: The SFC Difference
Proud to serve Macomb County
Summit Financial has been an integral part of Sterling Heights since 1987. Our family of financial planners has grown and thrived along with our community. Macomb County and its residents have always valued local businesses and were thrilled when Robert Wink decided to plant his family business at the corner of Schoenherr and Canal Rd. Robert along with his sons, Ken & Jim, at SFC wanted to give back to their outstanding community through providing excellent financial guidance and top-notch investment strategies. In order to provide the best money management services to their clients and neighbors, they became a Registered Investment Advisory Firm within the Great Lakes state. In addition to being an RIA, Summit Financial is a group of Financial Advisors with a Fiduciary Obligation. This means that our financial advisors have a legal responsibility to advise you in your best interest and not their own or the companies. SFC is not affiliated with Wall Street or any other large financial firms – and we are proud of this fact! We are not tied to a single product or approach – We always do what ‘s right for you!
Financial Advice You Can Trust
At summit Financial, your trust is essential to our family business and our top goal is to help everyday people, no matter the income bracket, grow and succeed financially. We consider your financial hopes, wants and goals and give you the resources and tools to achieve those goals. When you work with SFC, you get the priceless benefit of personalized and extensive customer service. Your account is assigned to one of our three fiduciary advisors who will always treat you like family! If you would like to learn more about our team, visit the Summit Financial Advisors Page. Our financial planners develop a unique money management plan tailored to each individual client and strives to build a robust investment portfolio. We will be there every step of the way to your financial freedom and beyond! At SFC, our clients are the top priority and we take a deep sense of pride in our work and our community. Now that you know what the Summit Difference is, let’s put your financial goals in motion!
Investment advisory services are offered through Summit Financial Consulting, LLC, a MI registered investment advisor. Summit Financial Consulting Investment Advisor Representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Financial Consulting, LLC.
Zach Bachner
After graduating from Central Michigan University in 2017 with specialized degrees in Finance and Personal Financial Planning, Zachary “Zach” Bachner set himself apart by earning the CFP® designation and passing the Series 7, 63, 65 licensing exams early in his career. Zach gained valuable real-world experience with the team at Summit Financial Consulting, who treated him like family. Their guidance helped him refine his skills in practical, client-centered planning, where putting their needs first was non-negotiable. This focus on trust-building not only allowed him to cultivate strong relationships, but also allowed him to continue doing what he loves most: solving client problems through efficient financial planning strategies. Leveraging his experience, Zach now helps others navigate finances through clear, informative writing. His work has been published in major outlets like Yahoo Finance, MarketWatch, and Investment Business Daily, establishing him as a valued resource. By simplifying complex topics, Zach aims to empower everyday people to confidently pursue their financial goals