We invest in collaboration.

Summit Financial isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. 
That’s how we take you from now to next.

We collaborate with you

forming a close relationship that informs our recommendations.

We collaborate with each other

assembling a team of professionals working behind the scenes to help meet your aspirations.

We collaborate with other experts

in the financial community, a network that helps us coordinate a plan to reach your goals.

Finally, a fundamental difference between Summit Financial Strategies and other wealth management firms: we do not accept any compensation whatsoever from the financial products we recommend. As an independent fee-only firm, we are free to make recommendations to best meet your needs.

Contact Us

If you’d like to learn more about our services, please fill out the form or call us direct at (614) 885-1115.

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