A Financial Advisor Close to Blue Ash — With the Specialist Depth Your Business Deserves
Blue Ash has a strong local business community and residents who take their financial futures seriously. Summit Financial Group, based in Loveland, is a short, easy drive away — and our team includes a credentialed specialist in business retirement plans, a CFP®-certified advisor for individuals and families, and a founder with nearly 30 years of experience guiding clients through every stage of financial life.
Why Blue Ash Business Owners Choose Summit for Their Company Retirement Plans
If you run a business in Blue Ash and your company offers a 401(k) or qualified retirement plan, you need more than a generalist. You need someone who understands the fiduciary responsibilities that come with sponsoring a plan — and who can stand behind it as a named advisor of record.
Matthew Daniels, CPFA®, serves that role for business clients at Summit Financial Group. He works directly with company retirement plans — 401(k), Cash Balance, Simple IRA, and other qualified structures — as a fiduciary advisor of record. That means your plan has a credentialed specialist accountable to it, not just a broker who set it up and moved on.
Retirement and Financial Planning for Blue Ash Residents
Business retirement plans are one piece of what we do. For individuals and families in Blue Ash, Summit offers a full range of financial planning services — retirement income planning, investment planning, estate planning, and financial planning tailored to where you are in life.
Scott Moffitt, Summit's founder, has spent nearly three decades helping pre-retirees and retirees build income strategies that hold up through the long run. Max Ripperger, CFP®, works with younger professionals and families who are building wealth and want a disciplined, long-term approach. Wherever you are in your financial journey, there's an advisor here whose work is built around clients like you.
A Firm That Has Been Here — and Will Still Be Here
Summit Financial Group has operated continuously since 1996. That kind of tenure means something different than it might sound. It means client relationships that have carried through market downturns, major life transitions, and generational change. Many of our clients came to us as individuals and have since referred their children and grandchildren.
For Blue Ash residents evaluating advisors, that track record is worth weighing. A firm that has been in business for nearly 30 years in the same community isn't a new storefront — it's a practice with roots, accountability, and a long memory for what its clients have been through.
What We Help Blue Ash Clients With
Matthew Daniels, CPFA®, serves as advisor of record for company 401(k) plans, Cash Balance plans, and Simple IRAs. If you sponsor a workplace retirement plan in Blue Ash, this is the service designed for you.
Business Retirement Plan Advisory
Matthew Daniels, CPFA®, serves as advisor of record for company 401(k) plans, Cash Balance plans, and Simple IRAs. If you sponsor a workplace retirement plan in Blue Ash, this is the service designed for you.
Retirement Income Planning
Scott Moffitt has authored multiple books on retirement income strategy, including Retirement Income Matters, and has been cited in the Wall Street Journal, US News & World Report, and Consumer Reports. His focus is helping pre-retirees and retirees build income plans they can count on.
Financial Planning for Individuals and Families
Max Ripperger, CFP®, works with young professionals, young families, and anyone building toward long-term financial goals. His planning process is structured, credential-backed, and built around your specific timeline.
401(k) and Investment Planning
Whether you're managing a personal 401(k), evaluating self-directed brokerage account options, or working through an investment strategy, Summit's advisors can help you make decisions that are grounded in your full financial picture.
Common Questions from Blue Ash Clients
Does Summit Financial Group work with Blue Ash business owners who sponsor a 401(k) plan?
Yes. Matthew Daniels, CPFA®, works with business owners as a fiduciary advisor of record for company retirement plans, including 401(k), Cash Balance, and Simple IRA structures. If you sponsor a workplace plan in Blue Ash, he can serve in that named advisor role.How far is Summit's office from Blue Ash?
The Loveland office is typically a 15–20 minute drive from Blue Ash, depending on your starting point. It's a direct route without the congestion of a downtown commute.What kind of financial advisor near Blue Ash Ohio can help with retirement planning?
Summit Financial Group offers retirement income planning led by Scott Moffitt, a published author and nearly 30-year veteran of the field. His approach focuses on building income strategies that are designed to last through retirement — not just accumulation before it.Can Summit help a young professional in Blue Ash who is just getting started with financial planning?
Yes. Max Ripperger, CFP®, works with younger clients who are building their financial foundation — budgeting, saving, investing, and planning for major life milestones. His work is structured around long-term goals and adapts as your situation changes.
Getting to Our Loveland Office from Blue Ash
Summit Financial Group is located at 101 Commerce Boulevard, Suite A, Loveland, OH 45140 — a straightforward drive from Blue Ash with no downtown traffic to navigate. Most clients from Blue Ash are in the office in under 20 minutes. If you prefer to start with a phone call before making the trip, we're glad to do that first.