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Summit Financial Group, Inc. is dedicated to helping families reach their immediate financial needs as well as their long-term dreams through education, strategic planning and a commitment to success.


Our vision is to be the source for our clients and our community for sound financial advice rooted in proven, time-tested strategies delivered by caring, committed professionals.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (513) 891-6050 .

Financial Planning

SUMMIT FINANCIAL GROUP, Inc., from its inception in 1996, has been rooted in providing community-based financial education through local schools, churches and businesses.Our goal is to provide our clients with solid, easy-to-understand information and advice that allows them to make wise financial decisions.

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College Planning

For many families, hiring financial professionals is a routine part of their lives. People hire CPAs or accountants to do their taxes, attorneys to draft wills and legal documents, insurance agents to protect their property and lives, and investment counselors to help manage their money. However, it is only very recently that families have considered hiring a financial professional to help with their kids’ college

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Tax Planning

At Summit Tax Prep, we offer a number of tax planning services provided by an experienced CPA that specializes in tax accounting, We prepare tax returns for both individuals and small businesses, and also offer proactive tax planning services for college and retirement. We are committed to making your life easier by presenting solutions to complicated tax issues in a language that you understand. For small business owners, we take the time to understand your business and actively search for ways to make your business stronger and more profitable in the future.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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