Summit Financial Strategies

Summit Financial Strategies Summit Financial Strategies is an independent, fee-only wealth management firm that can move you from Now to Next®. We’re loyal to just one goal: Yours.

Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. 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.

30 years ago—while two-year-old Hannah was embracing Disney magic—Summit was opening its doors for the first time. Thirt...
10/06/2026

30 years ago—while two-year-old Hannah was embracing Disney magic—Summit was opening its doors for the first time.

Thirty years LATER, we still have some of our earliest team members working here—along with those who’d never heard the words “financial advisor” way back then!

We think our diversity across generations equips us with a wide-range of skills and experiences, allowing us to serve our clients with excellence.

Each year, the women of Summit attend the Paint the Town Center Red event at Easton, benefiting Ronald McDonald House Ch...
09/29/2026

Each year, the women of Summit attend the Paint the Town Center Red event at Easton, benefiting Ronald McDonald House Charities. It’s our honor to participate in such a worthwhile cause for our community! ❤️

Your eyes don’t deceive you—that’s Financial Advisor Keegan VanMeter dressed as Wednesday Adams! Our famous Halloween Pa...
09/22/2026

Your eyes don’t deceive you—that’s Financial Advisor Keegan VanMeter dressed as Wednesday Adams!

Our famous Halloween Party is just one example of the culture we’ve strived to build at Summit over the last 30-years. One that expects a serious commitment to excellence for our clients — with an opportunity here and there to not be serious at all and just bond as a team.

We believe serving our clients best starts with a team that’s connected.

Investing in the next generation of talent is one of the most rewarding parts of our profession. Recently, Summit Financ...
09/17/2026

Investing in the next generation of talent is one of the most rewarding parts of our profession. Recently, Summit Financial Advisor Keegan VanMeter joined a finance career panel at Ohio University, discussing career growth and industry trends.

When Summit started 30 years ago, we made several promises to ourselves about the type of company we wanted to be—and th...
09/10/2026

When Summit started 30 years ago, we made several promises to ourselves about the type of company we wanted to be—and the type of people we wanted working for us.

Any success we’ve had over the last three decades is thanks to a team who believed in doing things “the right way” and built a culture that matched that vision.

We are confident in the future of Summit because of the high-character, high-talent people serving our clients TODAY.

Client security is a top priority at Summit. At our annual compliance meeting, we take time to review industry regulatio...
09/04/2026

Client security is a top priority at Summit. At our annual compliance meeting, we take time to review industry regulations, discuss updates and best practices, and make sure we continue to uphold the high standards our clients expect from us. 🔒

Our interns, Grant and Reese, recently shared TED Talks where they each reflected on their summer with Summit! We’re pro...
08/25/2026

Our interns, Grant and Reese, recently shared TED Talks where they each reflected on their summer with Summit! We’re proud to invest in the next generation of financial professionals.

One of the things we’re most proud of at Summit? Team members who have been with us for the long-haul. Summit Partner an...
08/18/2026

One of the things we’re most proud of at Summit? Team members who have been with us for the long-haul. Summit Partner and Senior Financial Advisor Wendy Trout was one of our earliest employees—and is still caring for our clients with excellence and selflessness thirty years later!

08/17/2026

Today, we celebrate 30 years at Summit for our President and CEO, Samantha Macchia!

Samantha joined as one of Summit's earliest employees and has led the firm as President and CEO for the past decade. In an industry that prizes consistency, Sam has been the standard — steady, sharp, and deeply trusted by clients and colleagues alike.

We’re extremely fortunate to have her guiding Summit's next chapter.

Today, we celebrate 30 years at Summit for our President and CEO, Samantha Macchia!Samantha joined as one of Summit's ea...
08/17/2026

Today, we celebrate 30 years at Summit for our President and CEO, Samantha Macchia!

Samantha joined as one of Summit's earliest employees and has led the firm as President and CEO for the past decade. In an industry that prizes consistency, Sam has been the standard — steady, sharp, and deeply trusted by clients and colleagues alike.

We’re extremely fortunate to have her guiding Summit's next chapter.

Address

4111 Worth Avenue #510
Columbus, OH
43219

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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