Summit Financial Group: Boutique Financial Planning

About Summit Financial Group

Providing Financial Confidence Through Education

Our independent financial planning firm prioritizes client education. We believe that a strong educational foundation can help you achieve your goals. Our scheduled meetings are designed to help you comprehend every stage of your financial journey, so you can move ahead with confidence and intention.

Community Rooted & Accessible Since 1996

We provide community-based financial education through our partnerships with local schools, churches, and businesses. At Summit Financial Group, we have a deep understanding of what's important to our clients in and around the community.

You Deserve Hands-On, Consistent Communication

Life can change quickly, and we're dedicated to helping you navigate in real-time. We've heard too many stories of clients who never heard from their previous advisors on a regular basis. We're known for doing things differently. We're driven to communicate early and ofter so clients don't have to wonder.

Our Core Values

These pillars are what drive every engagement at Summit Financial Group.

Enlightening Education

We want our clients to stay informed in their financial lives. From one-on-one meetings to larger workshops, education is the foundation of our process and your plan.

Local & Rooted Accessibility

Our firm has been in Cincinnati since 1996. As a proud part of the community, we’re happy to foster partnerships and work out of a local office to stay accessible to our community.

Clockwork Communication

We call our clients every 90 days to check in and give updates. With this routine communication we can help you make more informed and proactive decisions about your finances in real-time.

Generationally-Minded

We work with clients of all ages with a generational perspective. With retirees, we bring in the next generation; with younger clients, we help them build foundations for their long-term futures.

Meeting Short-Term Needs, Planning for Long-Term Dreams

A good plan should do both. We are able to implement financial strategies that help families and small businesses feel confident. We work with clients to find a balance they're comfortable with and we help them stay the course over time.