A Financial Advisor Practically Next Door to Miami Township
Choosing an advisor who is genuinely close to where you live and work changes the relationship. Summit Financial Group's Loveland office sits directly adjacent to Miami Township — close enough that local means exactly that.
Retirement Planning Built Around This Community
Families in Miami Township have been part of Summit's practice for nearly 30 years. That kind of tenure isn't just a number — it means we've guided clients through market cycles, life transitions, and the specific financial realities of this corner of Ohio. Retirement income planning is at the center of what we do, and our approach is grounded in the community we've served across generations.
Our lead advisor, Scott Moffitt, has authored multiple books on retirement income strategy, including Retirement Income Matters, and has been featured in the Wall Street Journal, US News & World Report, and Consumer Reports. That depth of knowledge comes to bear on every retirement conversation we have with Miami Township families.
Services Miami Township Residents Rely On
Whether you're approaching retirement, managing a business, or building wealth earlier in your career, Summit offers a full range of planning services from one location that's as close to Miami Township as it gets.
- Retirement Income Planning — structuring income sources so your retirement holds up over time
- Estate Planning — coordinating assets, beneficiaries, and legacy intentions across your family
- 401(k) Planning — guidance on contribution strategy, investment options, and self-directed brokerage accounts
- Business Retirement Plan Advisory — fiduciary and advisor-of-record services for company retirement plans
- Investment Planning — portfolio strategy aligned with your timeline and goals
- Financial Planning for Young Professionals — building a strong financial foundation early
Local Business Owners Deserve a Local Fiduciary
Running a business in Miami Township means wearing a lot of hats. Selecting and managing a company retirement plan shouldn't require driving across the metro to find someone qualified to help. Matthew Daniels, CPFA®, serves as advisor of record for business 401(k) plans, Cash Balance plans, and Simple IRAs — providing fiduciary support to business owners who want their employees' retirement plan handled with the same care they'd expect for their own.
Working with a nearby advisor also makes it easier to stay current as your business grows or your plan needs change. Matthew is available to meet in person at our Loveland office, just minutes from Miami Township.
The Advisors Serving Miami Township Clients
Summit's team brings complementary credentials and client focuses under one roof.
Scott Moffitt — Retirement Income Planning
Scott has spent three decades building client relationships throughout the greater Loveland area, many of which now span multiple generations of the same family. He is the author of Retirement Income Matters and has conducted retirement planning seminars at Cincinnati-area universities for years. Pre-retirees and retirees who want a seasoned, locally rooted advisor are Scott's core audience. His preferred first step is a phone call — reach us at the office to connect with him directly.
Max Ripperger, CFP® — Comprehensive Financial Planning
Max holds the CFP® designation and focuses on clients who are building wealth and want a structured, comprehensive approach to their financial life. He works with young professionals, young families, and anyone who wants a fully credentialed advisor guiding their planning from early accumulation through the years ahead. Miami Township clients can schedule time with Max directly through our online booking tool.
Matthew Daniels, CPFA® — Workplace Retirement Plans
Matthew specializes in business retirement plan advisory services. His CPFA® credential reflects a focused body of knowledge in qualified retirement plans, and he serves as advisor of record for company 401(k)s, Cash Balance plans, and Simple IRAs across the area. For Miami Township business owners who need a fiduciary in their corner, Matthew is that resource. Online scheduling is available for an initial conversation.
Summit Legacy Circle — For Our Most Established Clients
Summit's top clients are invited into the Summit Legacy Circle, an exclusive program offering elevated service, priority access, and a deeper advisory relationship. If you are a high-net-worth individual or family in Miami Township seeking that level of engagement, we'd welcome a conversation about whether it's the right fit.
Common Questions From Miami Township Residents
How close is Summit Financial Group to Miami Township?
Our office is located at 101 Commerce Boulevard, Suite A, Loveland, OH 45140 — directly adjacent to Miami Township. For most residents, the drive is under ten minutes, making it one of the closest full-service financial planning firms available without leaving the immediate area.Does Summit offer retirement income planning for Miami Township retirees?
Retirement income planning is one of our core services. Scott Moffitt has spent nearly 30 years helping families in this area structure their income sources, manage distribution timing, and plan for the financial realities of retirement in this community. His book, Retirement Income Matters, reflects that depth of focus.Can Summit serve as the fiduciary advisor of record for my Miami Township business's 401(k)?
Yes. Matthew Daniels, CPFA®, provides advisor-of-record services for company 401(k) plans, Cash Balance plans, and Simple IRAs. He works directly with Miami Township business owners to select, manage, and maintain qualified retirement plans with proper fiduciary oversight in place.How do I get started with a financial advisor near Miami Township?
The first step depends on what you're looking for. Scott Moffitt's clients typically begin with a phone call to the office. Max Ripperger and Matthew Daniels both offer online scheduling for an initial consultation. You can reach us through our contact page or call the office directly.
Three Decades of Relationships in the Greater Loveland Area
Summit Financial Group has been part of this community since before Miami Township's growth reshaped the area. We've advised clients who were building careers, clients who were transitioning into retirement, and clients who came to us because their parents did. That continuity isn't something that can be replicated quickly — it's the product of consistent, relationship-centered planning over nearly 30 years. If you're looking for a financial advisor near Miami Township who will still be here a decade from now, we'd like to earn that relationship.