Summit Financial Strategies, based in Columbus, Ohio, is ranked No. 89 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 75 on last year's CNBC FA 100 list.
Total AUM:Â $1.3B+ (AccuPoint Solutions)
Years in Business: 21 (AccuPoint Solutions)
Accounts Under Management:Â 4,213 (AccuPoint Solutions)
Previous appearances on FA 100 List: 1 (No. 75Â in 2019)
Principals:
Samantha Macchia, President
Liam Hurley, Vice President
Contact:
7965 N. High Street, Suite 350, Columbus, OH 43235-8446
(614) 885-1115