101 Commerce Boulevard,
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.
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 expert numerous times on local news Channel 9. I have spoken nationally on many occasions and have been recognized as an industry expert in both college and retirement planning. Learn more about Scott.
Whether your small business is for profit (401K) or a non profit (403B), our advisory services will assist you in conducting all aspects of your fiduciary duties. From start-up plans to existing plans in need of fiduciary review, our extensive knowledge will help you maintain a healthy and vibrant workplace retirement plan. Learn more about Matthew.
Max Richard Ripperger provides professional advice to young adults who are looking for guidance in the finance world. From creating budgets, setting financial goals, to understanding the benefits of Roth IRA’s and mortgages. The Financial guide to prosperity provides help to younger generations feel more secure in their pursuit to build wealth while enjoying life.
To create a consistent plan for your financial future.
At Summit Financial Group, your financial journey matters to us. You're not just a client; you're a partner in your financial success.
Let us help elevate your business with tailored packages and experienced guidance on our Business Services page.
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.
If retirement is around the corner, we can help you establish a personalized plan that includes building assets and ensuring you have enough money.
Are you worried about outliving your retirement savings? We’ll help you create a plan to live the lifestyle you deserve according to your financial situation.
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.
Investing in your financial literacy today to help make informed decisions about your finances tomorrow with our carefully curated resources.
Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.