The advantages
we bring you.
At Summit Financial, what we stand for and how we do business is built on TWO key foundations— foundations that we believe are advantageous for you.
One. We are a FIDUCIARY— and an Independent Investment Advisory Firm.
We are not beholden to any family of funds or investment products.
As a fiduciary, we are legally committed to follow a clear-cut rule, that we will act in your best interest, responsibly, and with your motives and goals in mind.
TWO. We are a FEE-ONLY FIRM.
We don’t receive any commissions or kickbacks from funds you invest in or products you use.
And we don’t have any performance-based fees built in.
For you, this foundation is designed to mitigate conflicts of interest.
It elevates transparency. And could even reduce your overall fees—which would ultimately increase the dollars you can invest.
We would love to make promises of grandeur.
That your graphs will always ‘go up and to the right. But we both know that your road will come with obstacles.
What we can promise though, thanks in part to these two core foundations, is that you’ll travel that road, with full TRANSPARENCY from us.
And that we’ll navigate those obstacles together, with your best interests in mind.
Come see how our team might map your Now to Next.
Learn more about
Summit Financial Planners
Summit Financial Strategies is a local Columbus-based firm, located in Easton Town Center. With decades of experience, our team of CERTIFIED FINANCIAL PLANNERS® specializes in wealth management, retirement planning, tax strategies, and estate planning. If you’re interested in having a no-pressure conversation, we’d love to set up a time to talk.
To learn more about Summit in 45 seconds, here’s Summit Partner Brian Sutliff with a short video.