Personalized Financial Guidance
Locally owned since 1996, Summit Financial Group Inc. is dedicated to providing solid, easy-to-understand, financial education and advice to individuals, families, and business owners.
Scott Moffitt
Co-founder, President and CEO of Summit Financial Group, Inc.
I am the co-founder, President and CEO of Summit Financial Group, Inc. For decades I have been advising families in the Cincinnati area with all matter of investing, financial planning and risk management. As a relationship-driven firm, I am proud to have long standing relationships with clients that often extend to their parents and their young adult children. I have authored two books and have been featured in the Wall Street Journal, US News and World Report, Consumer Reports, Yahoo Finance and others. I have also appeared as a financial professional sharing my expertise numerous times on local news Channel 9. I have spoken nationally on many occasions and have been recognized as a professional with expertise in both college and retirement planning. Learn more about financial advisor, Scott Moffitt.
Matthew Daniels, CPFA®
Workplace Retirement Plan Advisory Services, 401(k) and Employee Education
We assist small business owners with their fiduciary duties in all qualified retirement plan types, such as 401(k), Cash Balance and Simple IRA. From start-up plans to existing plans in need of fiduciary review, benchmarking, redesign, or change of vendor, our extensive knowledge will help you maintain a healthy and vibrant workplace retirement plan.
Learn more about Director of Business Retirement Plan Services, Matthew Daniels.
Max Ripperger
Empowering Young Dreams, & Helping Build Wealth
Max Richard Ripperger - Financial Advisor. Max provides professional advice to young adults who are looking for guidance in the financial world - from creating budgets, setting financial goals, to understanding the benefits of Roth IRA’s and mortgages. This financial guidance toward prosperity helps younger generations feel more secure in their pursuit to build wealth while enjoying life.
Young Accumulators
Investing early can give you a solid financial foundation as you strive for future life goals, including supporting your growing family and a comfortable retirement.
Nearing Retirement
If retirement is around the corner, we can help you establish a personalized plan that includes building assets and working toward ensuring you have enough money.
Living in Retirement
Are you worried about outliving your retirement savings? We’ll help you create a plan designed to help you live the lifestyle you deserve according to your financial situation.
Business Owners
Running a business takes lots of time and energy. Our team will help you regain free time to do what matters most with a tailored plan that prioritizes your life and financial goals.
Assess Life Insurance Needs
Long-Term-Care Needs
White Elephant Inheritance
