Financial Advisor Near Symmes Township, Ohio

A short drive from Symmes Township, Summit Financial Group has spent nearly 30 years helping families in the greater Loveland area build, manage, and pass on their wealth. When you want a financial advisor close by — someone who knows this area and serves families like yours — our Loveland office is the nearest call you'll need to make.

Close Enough to Be Convenient. Established Enough to Trust.

Summit Financial Group is located at 101 Commerce Boulevard in Loveland, just minutes from Symmes Township. We work with pre-retirees, retirees, and families throughout this area who want a financial advisor nearby — not someone across the metro, not a call center, not a rotating cast of associates. When you work with Summit, you work with an advisor who knows your name, your goals, and your family's full picture.

Local Doesn't Mean Limited — Every Service You Need, Under One Firm

One of the most common concerns we hear from Symmes Township residents is whether a nearby firm can truly handle everything. The answer is yes. Summit Financial Group offers a full range of planning services, so you never have to piece together your financial life across multiple providers.

 

Our services include:

 

Retirement Planning Built for Symmes Township Families

Retirement planning is at the heart of what we do at Summit Financial Group, and it's the service most Symmes Township residents come to us for first. Whether you're ten years out from retirement or already drawing income, the decisions you make now — about Social Security timing, distribution sequencing, tax efficiency, and legacy planning — have lasting consequences. Scott Moffitt, Summit's founder and the author of Retirement Income Matters, has spent three decades helping families in this area navigate exactly those decisions.

Three Decades Serving Families Near You

Summit Financial Group has been a fixture in the greater Loveland area since the mid-1990s. Our client relationships often span multiple generations — we've worked with parents, their adult children, and in some cases their grandchildren. That kind of continuity isn't common in financial services, and it doesn't happen by accident. It happens because we treat every client relationship as a long-term commitment, not a transaction.

Scott Moffitt — Retirement Income Specialist

Scott Moffitt founded Summit Financial Group and has built his practice around retirement income planning for pre-retirees and retirees. He is the author of multiple books, including Retirement Income Matters, and has been featured in the Wall Street Journal, US News & World Report, Consumer Reports, and Yahoo Finance. Scott's preferred way to connect with new clients is a direct phone call to the office.

Max Ripperger, CFP® — Planning for the Earlier Stages

Max Ripperger is a fully licensed financial advisor and CFP® who focuses on young professionals and families in the wealth-building phase. If you're earlier in your financial journey and want to work with an advisor who takes that stage seriously, Max is the right fit. New clients can book directly through our online scheduler.

Matthew Daniels, CPFA® — Workplace Retirement Plan Advisory

Matthew Daniels holds the Certified Plan Fiduciary Advisor designation and serves as advisor of record for company 401(k) plans, Cash Balance plans, and Simple IRA programs. If you're a business owner in the Symmes Township area looking for a qualified fiduciary advisor for your company's retirement plan, Matthew is the right person to speak with.

The Summit Legacy Circle — For Our Most Engaged Clients

The Summit Legacy Circle is an exclusive program designed for top clients who want a deeper, more structured relationship with their advisory team. Members receive elevated access, priority service, and curated experiences that go beyond standard financial planning. If you're a higher-net-worth individual or family in the Symmes Township area, ask us about the Legacy Circle when you connect.

Common Questions From Symmes Township Residents

  • How far is Summit Financial Group from Symmes Township?

    Our office is located at 101 Commerce Boulevard in Loveland, Ohio — typically a short drive of under 15 minutes from most parts of Symmes Township. We serve clients throughout the area and welcome in-person meetings at our Loveland office.

  • Does Summit Financial Group offer retirement planning for Symmes Township residents?

    Yes. Retirement income planning is one of our core services. Scott Moffitt, our founder, has spent nearly 30 years helping pre-retirees and retirees in this area develop income strategies, manage distributions, and plan for the legacy they want to leave.

  • Can Summit Financial Group handle estate planning near Symmes Township?

    We provide estate planning guidance as part of our full-service financial planning approach. We work with individuals and families to help coordinate beneficiary structures, wealth transfer strategies, and long-term legacy goals alongside their broader financial plan.

  • How do I get started with a financial planner near Symmes Township?

    The easiest way to get started depends on who you'd like to work with. You can call our Loveland office to speak with Scott Moffitt directly, or use our online scheduler to book a consultation with Max Ripperger or Matthew Daniels. We'll match you with the right advisor for your situation.

Ready to Work With a Financial Advisor Near Symmes Township?

You shouldn't have to drive clear across the metro to sit down with a financial advisor who knows what they're doing. Summit Financial Group is minutes from Symmes Township, and our team is ready to help you build a plan that fits your life — whether you're approaching retirement, already in it, or building toward it from earlier in your career.