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 ad

visor 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.

While it’s been 30 years since that camp, it’s cool to see how Chris has kept his adventurous mentality — and now pairs ...
05/27/2026

While it’s been 30 years since that camp, it’s cool to see how Chris has kept his adventurous mentality — and now pairs it with a brain wired for math, data, and analytics — to be very good at what he does here at Summit. As our Director of Research, he’s incredible at uncovering new roads and paths that ultimately allow us to create wins for our clients.

Our team had the privilege of partnering with My Very Own Blanket to show love to local kids in the foster care system. ...
05/21/2026

Our team had the privilege of partnering with My Very Own Blanket to show love to local kids in the foster care system. Each blanket we crafted also had a note of warmth, comfort, and encouragement. We’re grateful for the opportunity to give back to our community in this way.

Please help us welcome Kyle Haberkorn as our new paraplanner. Kyle joins Summit after several years in commercial financ...
05/18/2026

Please help us welcome Kyle Haberkorn as our new paraplanner. Kyle joins Summit after several years in commercial finance. He holds a degree in finance from Otterbein University and lives in Westerville with his wife (and their dog!). We are excited to have him on our team. 🎉

Summit is hiring an Investment Operations Associate. This new team member will collaborate with our investment and advis...
05/14/2026

Summit is hiring an Investment Operations Associate. This new team member will collaborate with our investment and advising teams to execute trades, rebalance portfolios, and bring investment strategies to life.

We think you’ll find meaningful work in this position, opportunities to grow, and a down-to-earth team that you’ll enjoy working with.

If it sounds like a fit — we’d love to meet you.

🔗 Apply now: https://summitfin.bamboohr.com/careers/38

One of the absolutely key ingredients needed to serve our level of clients well… is hiring REALLY. SMART. PEOPLE. And Ha...
05/12/2026

One of the absolutely key ingredients needed to serve our level of clients well… is hiring REALLY. SMART. PEOPLE. And Hannah, without a doubt, perfectly fits that description. Luckily for us and our clients, she also happens to be incredibly genuine and thoughtful and strategic — and a model representation of what we’re looking for from our CERTIFIED FINANCIAL PLANNER® professionals.

We are excited to announce the addition of our new Staff Financial Advisor, Joe Cheslik. Joe brings more than 20 years o...
05/04/2026

We are excited to announce the addition of our new Staff Financial Advisor, Joe Cheslik. Joe brings more than 20 years of experience as a Central Ohio business owner and a passion for helping others plan their financial futures. Help us give Joe a very warm welcome to the team! 🎉

At Summit, we know that longevity alone doesn’t make a company great. But we do believe our 30th Anniversary speaks to d...
04/23/2026

At Summit, we know that longevity alone doesn’t make a company great. But we do believe our 30th Anniversary speaks to decades of building – and rewarding – the trust of our clients. Dating back to our early days, Summit Financial Partners Wendy Trout and Joe Reardon have been building blocks of that journey.

04/17/2026

After a strong start to 2026, geopolitical tensions increased market uncertainty. In this Q1 recap, our Chief Investment Officer, Steve Cavalieri, examines how markets have historically responded during these periods of turmoil.

Sam recently had the opportunity to lecture for the Fundamentals of Financial Planning course at The Ohio State Universi...
04/15/2026

Sam recently had the opportunity to lecture for the Fundamentals of Financial Planning course at The Ohio State University. It was a full-circle moment, returning to the same classroom where he once sat as a student.

During the lecture, Sam walked through the fundamentals of building and selecting investment portfolios for clients, sharing practical insights from his experience as a financial advisor.

He also spoke with students about his journey—from being in their seats as a student to becoming a CFP® professional and helping families navigate their financial futures. We are always grateful for opportunities to give back and support the next generation of financial planners!

Ben didn’t just spend most of first grade on the pitch. He spent much of college there too, playing for the University o...
04/07/2026

Ben didn’t just spend most of first grade on the pitch. He spent much of college there too, playing for the University of Dayton and leading the Flyers to their first-ever NCAA tournament appearance. Oh yea. He was pretty impressive in the classroom as well, landing both a finance AND business economics degree. Ben is someone who swings for excellence in the big and small — and that’s the essence of who we are at Summit.

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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