Summit Financial Strategies
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Summit Financial Strategies is an independent, fee-only wealth management firm that can move you from Now to Next®. We’re loyal to just one goal: Yours.
06/23/2026
You’re invited to join Summit for a NEW and exclusive Virtual Fireside Chat on July 23rd at 5pm EST. The event will feature Charles Schwab & Co., Inc.'s Managing Director of Legislative and Regulatory Affairs, Michael Townsend, and Summit Financial Strategies Partner and Senior Financial Advisor, Wendy Trout to discuss upcoming mid-term elections. More details to come.
05/18/2026
Please help us welcome Kyle Haberkorn as our new paraplanner. Kyle joins Summit after several years in commercial finance. He holds a degree in finance from Otterbein University and lives in Westerville with his wife (and their dog!). We are excited to have him on our team. 🎉
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Website
Address
4111 Worth Avenue #510
Columbus, OH
43219
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 5pm |
