Summit Financial Strategies, Inc. Employee Directory

Q: What is Summit Financial Strategies, Inc. known for?

Summit Financial Strategies, Inc. was founded in 1995. Summit Financial Strategies, Inc. operates in the Financial Services industry.

Financial ServicesOhio, United States11-50 Employees

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.

Find Summit Financial Strategies, Inc. employees' phone numbers or email addresses

Summit Financial Strategies, Inc. Global Highlights

North America
83

United States Of America
83

Oceania
1

Australia
1

Summit Financial Strategies, Inc.'s Leadership

S. P.
Chief Technology Officer
Mobile Phone
Email
E. M.
President
Mobile Phone
Email
T. S.
President
Mobile Phone
Email
L. S.
Owner
Mobile Phone
Email
M. S.
Partner, Senior Financial Advisor, Director Of Research
Mobile Phone
Email
M. B.
Partner
Mobile Phone
Email
R. M.
Managing Partner
Mobile Phone
Email
I. M.
Officer Manager
Mobile Phone
Email

Contact profiles from Summit Financial Strategies, Inc.

Name

Title

Contact Info

Location

Last Update

E. M.
President
Mobile Phone
Email
United StatesOregon
Oct 23, 2024
L. S.
Owner
Mobile Phone
Email
Oct 24, 2024
M. S.
Partner, Senior Financial Advisor, Director Of Research
Mobile Phone
Email
Nov 03, 2023
M. B.
Partner
Mobile Phone
Email
Oct 17, 2024
R. M.
Managing Partner
Mobile Phone
Email
United StatesTexas
Oct 23, 2024
S. P.
Chief Technology Officer
Mobile Phone
Email
Sep 22, 2023
T. S.
President
Mobile Phone
Email
Oct 22, 2024
I. M.
Officer Manager
Mobile Phone
Email
Oct 16, 2024
B. B.
Intern
Mobile Phone
Email
United States
Nov 16, 2025
B. H.
Paraplanner
Mobile Phone
Email
May 06, 2024

Frequently Asked Questions

What is Summit Financial Strategies, Inc. known for?

Summit Financial Strategies, Inc. was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 4111 Worth Avenue, #510; you can contact the main corporate office by phone at

+1-614-885-****

. Explore Summit Financial Strategies, Inc.'s company overview page for more information.

What is Summit Financial Strategies, Inc.'s most common email format?

Summit Financial Strategies, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Financial Strategies, Inc. email formats with LeadIQ.

How many employees does Summit Financial Strategies, Inc. have currently?

Summit Financial Strategies, Inc. has approximately 38 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

Who are Summit Financial Strategies, Inc.'s key employees and leadership?

As of December 2025, Summit Financial Strategies, Inc.'s key employees include:

Chief Technology Officer: S. P.
President: E. M.
President: T. S.
Owner: L. S.
Partner, Senior Financial Advisor, Director Of Research: M. S.

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