30 Years in Greater Cincinnati

Three decades of serving Greater Cincinnati families as their financial advisor of record.

Media-Featured Guidance

Scott Moffitt’s retirement income and college planning approach has been featured in the Wall Street Journal, US News & World Report, and Yahoo Finance.

A Team for Every Stage

From young professionals to business owners to retirees, our advisors each focus on a different chapter of your financial life.

Financial Advisors in Loveland, Ohio Who Know Your Whole Story

Local Roots, Three Decades of Relationships

Since 1996, Summit Financial Group has built its practice one Loveland relationship at a time. Families who started with us in their thirties now bring us their adult children, and in some cases their grandchildren.

That kind of continuity is why so many households across Loveland, Symmes Township, and Miami Township turn to our team for financial planning in Loveland, OH rather than switching advisors every few years. Our approach to wealth management in Loveland starts with a person who answers the phone and remembers your family's story.

Guidance Built Around You, Not a Product

What Makes Summit Different

Every client works with the advisor whose specialty matches their goals, and every recommendation starts with your specific situation rather than a one-size-fits-all model.

An Advisor of Record for Your Business

Matthew Daniels, CPFA® and his team at Summit Financial Group offers plan sponsors a wide range of services to make any qualified retirement plan run smoothly and effectively for a reasonable price.

A Retirement Income Framework, Not Guesswork

Scott Moffitt's book, "Retirement Income Matters," explains the retirement-income framework he uses with clients to help turn accumulated savings into a coordinated strategy for income, risk management, and long-term decision-making.

Building the Foundation Early

Max Ripperger, CFP®, helps young professionals and growing families put real structure around their first financial plan, before habits are set and decisions get harder to unwind.

Families and Business Owners Across the Loveland Area

Who We Serve

Summit works with pre-retirees and retirees planning their retirement income, young professionals and families building wealth for the first time, and business owners who need a financial advisor in Ohio for their company's retirement plan. We also help individual clients manage their own 401(k) contributions, allocations, and plan options, whether or not it's tied to a company plan we advise on directly. We work with families across generations, often advising parents and their adult children under one roof. Clients who've built the deepest history with our firm have access to the Summit Legacy Circle, an added layer of service recognizing that relationship. Wherever you are in that journey, there's an advisor on our team suited to it.