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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
    • Employment Opportunities
    • Scholarships
  • Forms CRS/ADV
    • Form CRS
    • ADV 2A
    • ADV 2B
    • Privacy Notice
    • Code of Ethics
    • Disclosure

News & Notes

A Look at the Silicon Valley Bank Collapse
March 13, 2023

On Friday, March 10th, the Federal Deposit Insurance Corporation (FDIC) took the unusual step of shuttering a major bank […]

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SECURE 2.0 Act of 2022
January 20, 2023

Late last month, the President signed into law the SECURE 2.0 Act of 2022, which builds upon prior legislation […]

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Q1 Newsletter- Welcoming In The New Year
January 11, 2023

Happy New Year! We hope you and your family had a wonderful holiday season. As we run into 2023, […]

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Summit Financial Strategies | TENFOLD Office Video Tour
January 6, 2023

If you haven’t gotten the chance to visit our new offices yet, here’s a sneak peek from our friends […]

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Summit Named to CNBC Financial Advisor 100 List – 4 Years Running
November 21, 2022

We’re proud to announce that Summit Financial Strategies has been named to the CNBC Financial Advisor 100 List*, which […]

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Tips For Preventing Fraud
November 15, 2022

Cybercrime and fraud are serious threats and constant vigilance is key. While Summit Financial Strategies plays an important role […]

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SUMMIT FINANCIAL STRATEGIES
4111 Worth Ave. #510
Columbus, OH 43219-3599

t: (614) 885-1115
f: (614) 885-1495

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