We’re excited to share that, as of January 1, 2026, Elevated Private Wealth Advisors and Barber Investment Partners have officially merged and are now operating as Summit Oak Advisors.
This is a natural next step in a partnership that has developed over decades. Members of our team have worked closely for nearly thirty years. Over time, we’ve welcomed experienced professionals from other respected firms and built a well-rounded team with more than 135 years of combined experience. Today, we’re unifying under one name to serve you even better.
What’s Staying the Same
- Your advisor does not change.
- No action is required from you.
- Your accounts, custodians, online access, fees, office locations, and daily service remain the same.
- You’ll continue to receive the personalized guidance you expect—now backed by a larger, more connected team with expanded tools and resources.
What’s Getting Better
While your core relationship remains unchanged, you’ll benefit from:
- Broader expertise and an integrated planning approach.
- Deeper bench strength across investment management, retirement planning, and client service.
- Streamlined processes and continued enhancements to education, reporting, and technology.
Our Team
Elevated Private Wealth Advisors: Craig Martucci, Tyler Bolyard, Donovan Martucci, Alec Perschon, David Bushman, Amy Babbel, Jenica Daniels.
Barber Investment Partners: Eddie Barber, Jeremy Wood, Lisa Thompson.
We’re proud to bring these legacy teams together under one umbrella—Summit Oak Advisors—so we can collaborate more closely and deliver even stronger outcomes for you.
Have Questions? We’re Here.
Transitions can raise questions, and we welcome them. Your comfort, clarity, and confidence remain our highest priorities. If you’d like to talk through any details, please reach out to your advisor or contact our team—we’re happy to help.
Thank you for your continued trust and partnership. We’re thrilled to begin this next chapter with you.
Cheers,
Craig Martucci, AIF