Mapping Your
Now to Next.
What we get to do for you—is weighty.
A privilege we embrace.
Your team
We’re real first. Refined second.
We’re servers. Not sellers.
We think “Smart” is cool.
And we respect our opportunity.
The advantages
we bring you
Care, culture, and character
are musts to us.
But we think you’ll also find that the specific way we do business can be advantageous for you.
Where we’re going together
What we get to do for you—is weighty.
We’re mapping futures and retirements and legacies.
And the joy, pride and peace that come with it.
A Quick Hello from Summit
A Tour of Our New Easton Office
Learn more about Summit Financial
Summit Financial Strategies is a fee-only and fiduciary financial firm located in Easton Town Center in Columbus. We specialize in helping individuals and families reach their financial goals through comprehensive planning, investment management, and retirement strategies. We’re here to walk whatever road you need, in order to help you map your Now to Next®.