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  • Your Team
    • Meet the Team
    • Diversity, Equity & Inclusion
  • Our Advantages
  • Where we’re going
    • Our Promise
    • Our Services
    • Our Three Partner Levels
  • Extras
    • News & Notes
    • Client Resources
    • FAQS
    • Investment Philosophy
  • Careers
  • Forms CRS/ADV
    • Form CRS
    • ADV 2A
    • ADV 2B
    • Privacy Notice
    • Code of Ethics
    • Disclosure

News & Notes

Summit Moves to a New Office on August 9th
August 8, 2022

On Tuesday, August 9th, we’re packing up our computers, files, family photos, and office plants, and heading to our […]

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Investment Commentary – June 2022
June 20, 2022

When we shared our Investment Commentaries in April and May, we noted economic headwinds from high inflation, expected Federal Reserve rate hikes, […]

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Scherer Non-Profit “Worth the Wait” Supports Cancer Survivors Struggling with Fertility
May 11, 2022

Summit Partner Mike Scherer knows the difficulty of waiting. He waited years for his father to beat cancer. He waited years to conquer […]

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Investment Commentary – May 2022
May 10, 2022

In early April, Summit published a newsletter in which we discussed the challenging 1st quarter for investors, and our […]

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Q2 Newsletter – We’re Moving!
April 5, 2022

We’re moving! Our current office in Worthington has served us well, but with a growing team and big dreams […]

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Q1 Newsletter – A look into 2022
January 13, 2022

We hope you and your families had a restful holiday season. Here are some announcements and a market update […]

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SUMMIT FINANCIAL STRATEGIES
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Columbus, OH 43219-3599

t: (614) 885-1115
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