Liam Hurley
MTAX, CFA®, CAIA
CFP®
Partner Emeritus

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Liam graduated from Grove City College (Economics and Financial Planning) and Robert Morris University (Masters of Taxation).  His wealth management career started in 1989 with The Ayco Company, L.P. in Pittsburgh. He came to Columbus in 1996 as part of Ernst & Young LLP’s Personal Financial Counseling division.

He served as a financial advisor at Summit for 24 years before retiring at the beginning of 2025.  He lives in Delaware, Ohio with his family.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Summit Financial Strategies, Inc. is engaged, or continues to be engaged, to provide investment advisory services.

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