The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

75. Summit Financial Strategies

Summit Financial isn't your typical financial planning firm. There are no outdated, cookie-cutter investment management practices here. Everything — from fees to philosophy — is fundamentally different, and the company is loyal to just one goal: meeting each client's individual needs. From the beginning, the firm has been all about relationships. Summit Financial forms lifelong partnerships with their clients and often works with the whole family.

Total AUM: $1.14B+

Years in Business: 20

Accounts Under Management: 764


Samantha Macchia, President

Liam Hurley, Vice President


7965 N. High Street, Suite 350, Columbus, OH 43235-8446

(614) 885-1115