We can help move your
investment portfoliofamily wealthcollege fundinggifting strategiesfinancial independence
from now to next.

We are Summit
Financial Strategies.

BECOME OUR CLIENT
MEET SOME OF OUR ADVISORS

Mark Coffey
JD, CFP®
Partner
Senior Financial Advisor
Director of Planning 

watch video

Brian T. Sutliff
MS, CFP®, ChFC
Partner
Chief Marketing Officer
Senior Financial Advisor

watch video

Ted K. Saneholtz
CPA, CFP®, ChFC
Partner / Founder
Chief Financial Officer 
Senior Financial Advisor

watch video

Summit Financial Strategies
7965 N. High St. #350, Columbus, OH 43235
t: (614) 885-1115  f: (614) 885-1495