Summer A. Roberts

Chief Executive Officer

Summer A. Roberts is the CEO of Impact! Partners Financial, where she leads with a simple mission: to help families retire smarter, live longer with confidence, and leave a legacy. Recognized as one of Forbes’ Top Texas Advisors and Houston’s Top CEOs, she is a nationally respected fiduciary advisor, author, and host of The Texas Wealth Report.

A Career Built on Leadership & Service

A native of Biloxi, Mississippi, Summer graduated from Southern Methodist University before launching her career with an internship under the former White House Director of Public Relations. From there, she built a successful career in recruiting in New Orleans before following her calling into financial services.

With a family legacy of financial advisors, Summer brought her energy and vision to Roberts Wealth Management before taking the helm at Impact! Partners Financial. Under her leadership, the firm has grown into one of Texas’s most trusted independent advisory firms

Giving Back to the Community

Beyond the boardroom, Summer is deeply committed to her community. She has served with organizations including the Make-A-Wish Foundation, Anchor Point, The Bay Area Alliance, Junior Achievement, and more. As a proud Board Trustee and Vice President of a private school in Friendswood, she is dedicated to supporting the next generation of leaders.

Recognized Expertise

Summer has been consistently named among the Top Women Advisors, featured in Houstonia Magazine’s Women on the Move, and published in outlets like Kiplinger. Her “Summer Says” blog and Texas Wealth Report TV show provide practical financial insights to audiences across Texas.

She is also the author of Retire With Impact!, a guide to building retirement strategies that protect wealth, reduce taxes, and provide lasting financial confidence.

Family & Personal Values

Of all her accomplishments, Summer is most proud of being a mom to her three children. Family fuels her passion for helping others achieve financial security and freedom.

What sets Summer apart is her belief that financial planning isn’t just about money — it’s about people. Her clients aren’t just accounts on paper; they’re families whose lives and futures matter. With Summer, clients find not only a trusted advisor but also a partner who genuinely cares.