ANNOUNCEMENTS

February 28, 2019

Summit Financial Strategies, Inc. Named to 2018 Columbus CEO Leaderboard

Summit Financial Strategies, Inc. is pleased to announce it has been named to the Columbus CEO Leaderboard 2018 Central Ohio Wealth Management Firms.  The list recognizes top Wealth Management Firms in Central Ohio. Learn more here   Disclosure: Information reflected on the “Columbus CEO Leaderboard 2018 Central Ohio Wealth Management Firms” is provided only by … Continued

January 15, 2019

New Associate Advisors Announced

Summit Financial Strategies, Inc. is proud to announce our two newest associate advisors: Austen Harrison and Matthew Daniel. This news reflects Summit’s commitment to attract and retain talented advisors for many years to come. Please join us in congratulating our new associate advisors. Matthew Daniel, CFA                    … Continued

January 15, 2019

Summit Financial Strategies, Inc. Hire Two New Associates

Welcome Clayton Kreuz and Matt Garasic as Summit’s newest associates!     Learn more about Clayton here                        Learn more about Matt here                                             

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