Loveland's Financial Advisor, Right Here in the Community

We're not a firm that happens to have a Loveland address. Summit Financial Group was founded here, has operated here since 1996, and our team lives here. When you work with us, you're working with neighbors who have a stake in this community — the same schools, the same neighborhoods, the same local economy you do.

Nearly 30 Years Serving Loveland Residents

Summit Financial Group opened its doors in Loveland in 1996. Since then, we've built relationships that span generations — working with clients through career transitions, retirement, and estate planning, and then continuing those relationships with their children and grandchildren. That kind of continuity doesn't happen at a firm that rotates advisors or treats clients as account numbers. It happens when you stay in one place, do good work, and earn the trust of your community over time.

 

Our office is located at 101 Commerce Boulevard, Suite A — easy to reach from anywhere in Loveland, with no long drive into the city required.

Financial Planning Services Available to Loveland Residents

Whether you're approaching retirement, building wealth earlier in your career, or running a business that needs a qualified plan advisor, Summit Financial Group has a team member whose work is focused on exactly what you're facing.

 

A Team Built for Where You Are in Life

Not every financial question looks the same, and not every advisor is suited to every client. Summit Financial Group is structured so that you work with the advisor whose background fits your situation.

What It Means to Have a Local Financial Advisor in Loveland

There's a real difference between a firm that is located in your area and one that is genuinely part of it. Our advisors understand the Loveland community because they live and work here. Scott Moffitt and his family are Loveland residents. Our office is a few minutes from most of the neighborhoods we serve. And our client relationships frequently span more than one generation of the same family — which means we've seen what long-term financial planning actually looks like for people in this community, not just in theory.

 

When you have a question, you're calling a team that knows you. When you come in for a meeting, you're not driving across Cincinnati. That matters more than it might seem.

Scott Moffitt — Retirement Income and Wealth Planning

Scott founded Summit Financial Group in 1996 and has spent nearly three decades helping clients in the Loveland area plan for and live through retirement. He is the author of multiple books on retirement income strategy, including Retirement Income Matters, and has been featured in the Wall Street Journal, US News & World Report, Consumer Reports, and Yahoo Finance. Scott's clients reach him directly by phone — that's his preferred first step for any new conversation.

Max Ripperger, CFP® — Financial Planning and Investment Strategy

Max is a Certified Financial Planner® who works with clients across a range of planning needs, with a particular focus on younger professionals and families who are building toward long-term financial goals. If you're ready to get a plan in place, you can book a consultation with Max online.

Matthew Daniels, CPFA® — Business and Workplace Retirement Plans

Matthew holds the Certified Plan Fiduciary Advisor designation and serves as advisor of record for company 401(k) plans, Cash Balance plans, and other qualified retirement plans. If you're a business owner in the Loveland area looking for a fiduciary advisor to oversee your company's retirement plan, Matthew is the right conversation to have.

The Summit Legacy Circle — For Our Top Clients

The Summit Legacy Circle is an exclusive program for our highest-tier client relationships — offering a deeper level of service, access, and recognition for clients who have built a long-term partnership with the firm. If you're interested in learning what membership looks like, we're happy to have that conversation.

Questions Loveland Residents Ask Us

  • Where is Summit Financial Group's office located in Loveland?

    Our office is at 101 Commerce Boulevard, Suite A, Loveland, OH 45140. It's centrally located and easy to reach from most Loveland neighborhoods and surrounding communities — no highway commute into the city required.

  • How long has Summit Financial Group been serving Loveland?

    Summit Financial Group was founded in Loveland in 1996. We've been part of this community for nearly 30 years, and many of our client relationships now span multiple generations of the same family.

  • What kind of financial advisor do I need for retirement planning in Loveland, OH?

    For retirement income planning specifically, you want an advisor with deep experience in retirement distribution strategy — not just accumulation. Scott Moffitt has focused on retirement income planning for decades and has authored multiple books on the subject, including Retirement Income Matters. The best first step is a phone call to our office to discuss your situation.

  • Does Summit Financial Group work with business owners in Loveland who need a 401(k) advisor?

    Yes. Matthew Daniels, CPFA®, serves as advisor of record for company retirement plans, including 401(k) plans, Cash Balance plans, and Simple IRAs. He works with business owners in Loveland and the surrounding area who need a qualified fiduciary advisor overseeing their workplace plan.

Ready to Talk with a Financial Advisor in Loveland?

Summit Financial Group has been part of this community since 1996. Whether you're planning for retirement, thinking through your estate, or looking for a fiduciary advisor for your business's retirement plan, we're a short drive away — and we'd be glad to start a conversation.