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  • Your Team
  • Our Advantages
  • Where we’re going
    • Our Promise
    • Our Services
    • Our Three Partner Levels
  • Extras
    • News & Notes
    • Client Resources
    • FAQS
    • Investment Philosophy
  • Contact
    • Employment Opportunities

News & Notes

Summit Named to CNBC FA 100 Top Ranked Advisory Firms
January 5, 2021

  Summit Named in CNBC FA 100 Top Ranked Advisory Firms for 2020 Summit is proud to be a […]

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Summit Ranked as a Top Financial Advisor in Ohio
December 29, 2020

Each year, AdvisoryHQ News Corp ranks the top financial firms in the U.S., Canada, U.K., Europe, and Australia. When […]

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Holiday Greetings and Summit Holiday Office Closure
December 17, 2020

Holiday Greetings from Summit! CLICK HERE for a virtual holiday card from our Summit family!   Summit Will Be […]

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“Now to Next” Scholarship Announcement and Thanksgiving Holiday Office Closure
November 25, 2020

As we take time this week to reflect on all we are thankful for, we want to begin by […]

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New Scholarship Partnership with The Ohio State University
November 5, 2020

The heart of Summit Financial is to create a team and infrastructure that can deliver superior service for our […]

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Client Webinar Replay, Biden Tax Plan, and Summit News
October 28, 2020

Virtual Client Event Replay Available Thank you to everyone who joined us on our first virtual event with Apollo […]

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