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 approachNo commissions or kickbacksFour annual planning meetings for Wealth Management clients
Estate Planning
Strategies to protect assets and ensure legacy planning.
Legal and financial coordinationWill and trust preparationTax-efficient estate strategies
Investment Management
Customized investment recommendations and portfolio management.
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.
