Explore leadership recognition, published interviews, financial education, and company news featuring Impact! Partners Financial and CEO Summer A. Roberts.
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Summer A. Roberts, CEO of Impact! Partners Financial, was featured in the Houston Business Journal’s 2023 Most Admired CEO Awards coverage, highlighting her leadership and professional journey.
Independently published interviews and features. Each links to the original publication.
VoyageHouston interviewed Summer A. Roberts about her professional journey, leadership philosophy, and the story behind Impact! Partners Financial.
Before becoming Impact! Partners Financial in 2022, our firm operated as Roberts Wealth Management. Explore historical magazine covers, interviews, and print features documenting our leadership, retirement education, and longstanding presence in the Greater Houston community.
A promotional feature in the 2015 Forbes Investment Guide on the firm’s approach to retirement planning and long-term client relationships.
The printed article is labeled “Promotion.”
Summer A. Roberts on the cover, with a feature on how having a financial advisor can make a huge impact on your financial future.
A cover feature on helping retirement savings last a lifetime, with the firm’s advisory team on the cover.
A cover feature on the firm’s financial planning approach, including its three-step financial review.
A cover feature on the firm’s family-focused approach to financial planning.
A cover story on tax considerations in retirement, pages 20–21.
A cover story, “Four Ingredients for Surviving a Recession,” on building a retirement plan, pages 20–21.
Hosted by Summer A. Roberts, The Texas Wealth Report explores retirement income, investment strategies, financial planning, and topics affecting individuals preparing for retirement.
Each episode takes one retirement question — income, taxes, planning — and works through it in plain language. Start with the featured episode, or browse the full library on YouTube.
Watch The Texas Wealth ReportThe Texas Wealth Report is educational programming produced by Impact! Partners Financial and broadcast on purchased television airtime. It is not news coverage, and the stations that carry it do not endorse Impact! Partners Financial or its services.
Explore Retire with Impact!, a book by Summer A. Roberts focused on retirement planning and preparing for the financial decisions that come with retirement.
Announcements issued by Impact! Partners Financial. These are company press releases, not independent editorial coverage.
A company-issued announcement highlighting Summer A. Roberts’ professional background and leadership at Impact! Partners Financial.
Summer A. Roberts is Chief Executive Officer of Impact! Partners Financial, a retirement planning firm headquartered in Houston, Texas. She is the author of Retire with Impact! and host of The Texas Wealth Report.
She was featured in the Houston Business Journal’s 2023 Most Admired CEO Awards coverage, and has been interviewed by VoyageHouston.
Educational television programming hosted by Summer A. Roberts and produced by Impact! Partners Financial on purchased airtime. Episodes cover retirement income, taxes, and planning, and are on the firm’s YouTube channel.
Summer A. Roberts. The book covers retirement income, taxes, Social Security, and investment risk, and is mailed free to Texas residents.
Connect with Impact! Partners Financial to discuss your retirement goals, income planning, investment strategies, and financial priorities.
The checkup is a real conversation with a Houston advisor — not a screening call, not a sales script. You’ll hear which part of your plan needs attention first, and if we’re not the right firm for you, we’ll tell you that on the call.
Third-party publications listed on this page are independent and are not affiliated with Impact! Partners Financial. Inclusion of an article or recognition does not constitute an endorsement of Impact! Partners Financial or its services, and is not indicative of future performance or client experience.
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC-registered investment adviser. SEC registration does not imply a certain level of skill or training.
The 3 Tax Buckets
No Plan = Risk