FUTURE CLIENTS

We invest in collaboration.

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.

OUR INVESTMENT PHILOSOPHY

We’ll work with you to create a Personal Investment Policy Statement that helps build a customized, long-term strategy. read more +

OUR SERVICES

Move from now to next with Investment Advisory and Wealth Management Services built around your goals. read more +

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

Summit Financial is unlike 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®.

FUTURE CLIENTS

We invest in collaboration.

Summit Financial is unlike 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^®.