Summit Financial Strategies, based in Columbus, OH, is ranked No. 91 on the 2021 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $1.5B+
Years in Business:Â 26
Accounts Under Management: 850
Previous appearances on FA 100 List:Â 2 (No. 89 in 2020)
Principals:
Samantha Macchia, President
Liam Hurley, Chief Investment Officer
Contact:
7965 N. High Street, Suite 350, Columbus, OH 43230
(614) 885-1115