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

Tim Swain
CFP®
Partner
Chief Compliance Officer
Senior Financial Advisor

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Liam Hurley
MTAX, CFA, CAIA, CFP®, CIMA®, EA
Partner
Chief Investment Officer
Senior Financial Advisor

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

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