Summit Financial Strategies, Inc.

Financial planner in Columbus, OH (show on map)

Fee-only, fiduciary financial firm in Columbus, OH, specializing in comprehensive planning, investment management, and retirement strategies.

Call (614) 885-1115

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About

Summit Financial Strategies is a fee-only, fiduciary financial firm located in Easton Town Center in Columbus. We specialize in helping individuals and families reach their financial goals through comprehensive planning, investment management, and retirement strategies.

We’re here to walk whatever road you need, in order to help you map your Now to Next®.

Fee-only fiduciary approach

No commissions or kickbacks

Four annual planning meetings for Wealth Management clients

Low client-to-advisor ratio

Services

Comprehensive Financial Planning

Tailored financial planning that includes investment management, retirement strategies, tax optimization, and estate planning.

Fee-only fiduciary approach No commissions or kickbacks Four annual planning meetings for Wealth Management clients

Estate Planning

Strategies to protect assets and ensure legacy planning.

Legal and financial coordination Will and trust preparation Tax-efficient estate strategies

Investment Management

Customized investment recommendations and portfolio management.

Diversification analysis Risk assessment Disciplined rebalancing

Credentials & Certifications

CFP®

CFA®

CMT®

CETF®

Frequently Asked Questions

What is a fiduciary? +

A fiduciary is a professional legally obligated to act in the best interests of their clients, providing advice and recommendations without conflicts of interest.

How often do you meet with Wealth Management clients? +

Wealth Management clients meet with their financial advisor four times a year, ensuring regular review and adjustment of their financial plan.

Do you receive commissions from investment products? +

No, Summit Financial Strategies is a fee-only firm and does not receive commissions or kickbacks from any investment products or services.