Brandon Blair

Brandon J. Blair is a Senior Financial Advisor and Managing Partner at Summit Wealth Management, LLC, an independent wealth-management firm he co-founded in Salem, Oregon in 2014. Prior to launching Summit, Blair spent roughly nineteen years as a financial advisor within the wirehouse world at Smith Barney and later Morgan Stanley, giving him more than 25 years of experience in the financial-services industry. His practice centers on investment management, retirement and financial planning, and wealth preservation for individual and high-net-worth clients rather than early-stage venture or angel investing.

Originally from Ohio, Blair attended the University of Iowa, where he was a student-athlete and earned a degree in economics (roughly 1990–1995). It was at Iowa that he met his wife, Rhonda, herself a University of Iowa alumna and athlete. In 1997 the couple relocated to Salem, Oregon — Rhonda's hometown — where they have raised three children.

Blair is active in the Salem business and civic community. He serves as a Board Member of the Salem Area Chamber of Commerce, is a Founding and Past Board Member of Children's Nursing Specialties, and is a Past President of the Salem Sunrise Rotary. These roles reflect a locally rooted, relationship-driven advisory practice.

• Operates as a fiduciary wealth manager, not a startup angel — the "investing" he does is on behalf of retail and high-net-worth clients through Summit Wealth Management, covering portfolio construction, retirement planning, and wealth preservation.
• Firm services emphasize retirement planning, investment management, and comprehensive financial planning (per Summit's own site sections: Retirement, Investing, and Approach pages).
• No publicly stated venture/angel thesis, check size, or seed-stage target-company profile could be verified. Any "Seed Round," "check size," or "target company" fields in the source stub are unconfirmed and likely erroneous, so they have been omitted rather than invented.