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关于我们
Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next. From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country. We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.
- 网站
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https://www.summitfin.com
Summit Financial Strategies, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Columbus，Ohio
- 类型
- 私人持股
- 创立
- 1995
- 领域
- Wealth Management、College Planning、Retirement Planning和Tax Planning
地点
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主要
获取路线
4111 Worth Ave
#510
US，Ohio，Columbus，43219
Summit Financial Strategies, Inc.员工
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Mark S. Coffey, JD, CFP
Fee-Only Financial Planner at Summit Financial Strategies, Inc.
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Brian T. Sutliff MS, CFP, ChFC, CDFA
Partner, Owner at Summit Financial Strategies, Inc.
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Wendy Trout
Partner, CFP?, CAP?, and Sr. Financial Advisor at Summit Financial Strategies, Inc.
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Mike Scherer, CFP?
Worth the Wait Co-Founder | Chief Financial Officer | Investment Advisor | Cancer Advocate
动态
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Meet Steve Cavalieri, CFA?, CFP?, CMT?, CETF?, Associate Advisor, Chief Investment Officer. Analytical thinker. Goal achiever. Enjoying today, planning for tomorrow. Our tremendous team of #financialadvisors sets us apart.? Meet the team here: https://lnkd.in/erghaz9 #summitfinancial #financialadvisors #nowtonext
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“Although guarantees – in the context of personal financial planning – should be met with a healthy dose of skepticism, I have a strong hunch related to one of my favorite topics that I’m willing to put on the record: those who pay less in taxes over the course of their lives will have more money for spending on other things.” Read the full article from Ben Murray here: https://lnkd.in/gVFftFbd #summitfinancial #financialadvisors #nowtonext #taxplanning
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Happy Halloween from the Summit team ??? Per usual, we’re celebrating in style. Can you guess everyone’s costumes? . . . . . . “Star Wars” “Despicable Me” “Secret Lives of Mormon Wives” “Dill Pickle” “Where’s Waldo?” “Zombie Brides” “Darth Vader Ginsburg” “Bob’s Burgers” #halloween #summitfinancial #financialadvisors #nowtonext
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Summit Financial Strategies, Inc.转发了
Recapping the third quarter of 2024, Chief Investment Officer, Steve Cavalieri, compares his annual beard-growing struggles to the difficult task of predicting the stock market in our "Summit Market Update" series. #summitfinancial #financialadvisors #nowtonext
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Recapping the third quarter of 2024, Chief Investment Officer, Steve Cavalieri, compares his annual beard-growing struggles to the difficult task of predicting the stock market in our "Summit Market Update" series. #summitfinancial #financialadvisors #nowtonext
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Partner and Senior Financial Advisor Wendy Trout celebrated her 20 year anniversary with Summit. Wendy is always going above and beyond for this company, our team, and her clients. We’re incredibly grateful to know her and learn from her. #summitfinancial #financialadvisors #nowtonext
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“Just because you didn’t start saving for your child’s college when they were born, or for retirement 20 years ago, doesn’t mean you should not start saving today. Don’t let the regret of not starting earlier be a deterrent to solving your financial problems.” — Mark Coffey #summitfinancial #financialadvisors #nowtonext
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Meet Kate Coghill, CFP?, Associate Advisor, E-Summit Advisor. Problem-solver. Transparent. Embracer of challenges. Our tremendous team of #financialadvisors sets us apart.? Meet the team here: https://lnkd.in/erghaz9 #summitfinancial #financialadvisors #nowtonext
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As our kids settle back into their school routines, it reminds us how critical it is to prepare for our kids’ “tomorrow.” The benefit Summit brings to the classroom is a large firm of experts... many who are highly knowledgeable about how your family can get the most from a 529 College Savings plan. #summitfinancial #financialadvisors #nowtonext
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