In a world that is becoming less personal, Summit is bucking the trend. Our business is not about us; it is about you. We get to know your needs and desires and work with you to build a plan to realize them.

A key tenet of our business strategy is a low ratio of clients to professional staff. We've committed to no more than 40 clients per Advisor to make sure that you have all of the attention you deserve.

Our long-term business plan includes a clear succession strategy, so you can rest assured that Summit will be here for you and your family.

At Summit, we believe long-term wealth creation is built on strategic asset allocation and diversified portfolios. We encourage long-term investing and discourage attempts at market timing. Our process begins with a clear understanding of your long-term needs, investing history, time horizon, risk tolerance, and investment preferences to create your Personal Investment Policy Statement.

You receive specific investment recommendations. Portfolio building blocks include Separately Managed Accounts, exchange-traded funds, no-load mutual funds, carefully selected alternative investments, and individual stocks and bonds. Our affiliations provide access to institutionally priced money managers and many funds closed to retail investors. As we don't accept commissions, our goal is to minimize your investment fees.

On-going investment education and reporting, at the level you want, is an important part of owning a portfolio. As your goals and life situation evolve, your portfolio changes with you. Portfolios are tax-managed, with detailed tax reporting available for your accountant.

National Recognition - We've been recognized by Worth magazine as one of "The Best Financial Advisors" in the United States. Medical Economics magazine has repeatedly named us a "Top 150 Financial Advisor for Doctors" and Bloomberg Wealth Manager regularly lists us as "Top Wealth Managers."*

Team Approach - Our Advisors' best ideas are available to every client. You will work closely with one Advisor as a consistent point of contact. You have a designated team, often with two professionals in your meetings. Other team members contribute behind the scenes with meeting preparation and plan implementation.

Experience - Our Advisors have many decades of experience in financial services, bringing you depth and diversity of knowledge.

Education - Our professional designations and advanced degrees are a testimony to our knowledge and ongoing commitment to education. Each Advisor has earned one or more exemplary professional designations, exceeding the industry's most rigid credentialing requirements.

Saving You Time - You are busy. We organize, simplify, and make recommendations. You make the decisions and we do the work to implement them whenever possible.

Lifetime Commitment - Our goal is to partner with clients for a lifetime. You can have peace of mind knowing that we will be here to provide services to you and your family for years to come.

Local Flavor, National Scope - We work with clients in the Central Ohio area and around the country, wherever life leads them.

Tradition - Summit was established in 1995 with a commitment to providing personalized service to clients using a team approach. By design, we are small enough to readily respond to your needs, yet large enough to provide you with outstanding resources.

*Rankings do not guarantee results, should not be construed as an endorsement by clients, and are based on information prepared and submitted by the advisors assessed.

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