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Summit Financial Strategies, Inc.




Summit's wealth management services establish the best comprehensive plan of action for your financial life, aligning your decisions with your personal goals. Our well-organized quarterly reviews keep your plan on track.rnrnOur integrity is not compromised.rnrnThe team of knowledgeable experts at Summit offer personal, objective advice. As Fee-Only Advisors, our professionals are free to work with you to make sound decisions for your future. We are not tied to any product. We never accept fees or commissions. Our integrity is not compromised. At Summit, you'll only get unbiased, objective advice, with no conflict of interest.rnrnUnique characteristics of SummitrnrnNational Recognition – We've been recognized by Worth magazine as one of "The Best Financial Advisors" in the United States. Medical Economics magazine has repeatedly named us a "Top 150 Financial Advisor for Doctors," and Bloomberg Wealth Manager regularly lists us as "Top Wealth Managers."rnrnTeam Approach – Our Advisors' best ideas are available to every client. You will work closely with one designated Advisor to maintain a consistent point of contact, and other team members contribute behind the scenes with meeting preparation and plan implementation.rnrnExperience – Our Advisors have many decades of experience in financial services, bringing you depth and diversity of knowledge.rnrnEducation – Our professional designations and advanced degrees are testimony to our knowledge and ongoing commitment to education. Each Advisor has earned one or more exemplary professional designations.rnrnSaving You Time – You are busy. We organize, simplify, and make recommendations. You make the decisions and we do the work to implement them whenever possible.rnrnLifetime Commitment – Our goal is to partner with clients for a lifetime. You can have peace of mind knowing that we will be here to provide services to you and your family.rnrnLocal Flavor, National Scope – We work with clients in the Central Ohio area and around the country, wherever life leads them. rnrnTradition – Summit was established in 1995 with a commitment to providing personalized service to clients using a team approach. By design, we are small enough to readily respond to your needs and large enough to provide you with outstanding resourcesrnrnSummit Financial Strategies, Inc. (Summit) is a corporation formed on July 20, 1994, in the State of Ohio. Summit became registered as an Investment Adviser Firm in November 1995. Summit is owned by Thomas C. B. Davison, Liam J. Hurley, Samantha A. L. Macchia, Ted K. Saneholtz, and Brian T. Sutliff. Ted Saneholtz is Summit's President.rnrnrnrn