Insights

Strong Growth & Recognition Summit Financial Strategies has shown consistent recognition on the CNBC Financial Advisor 100 list, ranking increasing from 89 in 2020 to 99 in 2022, reflecting steady industry recognition and credibility that can be leveraged for client trust and referrals.

Diversified Asset Portfolio The firm actively invests in various ETFs such as PGIM Ultra Short Bond ETF and JPMorgan Core Plus Bond ETF, and holds significant assets in equities like Howard Hughes, indicating an openness to diversified investment strategies which can be appealing to clients seeking comprehensive financial solutions.

Recent Market Engagement Participation in industry events focused on bond ETFs and launching tools like the College Planning Checklist demonstrate an active approach to staying current with market trends and enhancing client engagement, presenting opportunities for tailored financial planning services.

Mid-Sized Firm Advantage With a staff of under 50 employees and revenue between 25 to 50 million dollars, Summit offers a personalized service experience with the capacity for bespoke financial advice, making it an attractive partner for clients seeking attentive financial management.

Technology Utilization Utilizing advanced tech stacks including CIM Technologies, JSON-LD, and Microsoft tools suggests they are leveraging modern technology for efficiency and data management, which could facilitate seamless onboarding and ongoing client reporting for sales prospects seeking innovative service providers.

Summit Financial Strategies, Inc. Tech Stack

Summit Financial Strategies, Inc. uses 8 technology products and services including Linkedin Insight Tag, WP Rocket, JSON-LD, and more. Explore Summit Financial Strategies, Inc.'s tech stack below.

Linkedin Insight Tag

Analytics

WP Rocket

Caching

JSON-LD

Javascript Frameworks

jQuery Migrate

Javascript Libraries

Boomerang

Javascript Libraries

Microsoft Word

Office Suites

X-XSS-Protection

Security

HTTP/3

Web & Portal Technology

Summit Financial Strategies, Inc. Email Formats	Example	Percentage
First@summitfin.com	John@summitfin.com	78%
First.Last@summitfin.com	John.Doe@summitfin.com	21%
FLast@summitfin.com	JDoe@summitfin.com	1%

Summit Financial Strategies, Inc. Email Formats

Example

Percentage

First@summitfin.com

John@summitfin.com

78%

First.Last@summitfin.com

John.Doe@summitfin.com

21%

FLast@summitfin.com

JDoe@summitfin.com

Frequently Asked Questions

Where is Summit Financial Strategies, Inc.'s headquarters located?

Summit Financial Strategies, Inc.'s main headquarters is located at 4111 Worth Avenue #510 Columbus, Ohio 43219 United States. The company has employees across 2 continents, including North AmericaOceania.

What is Summit Financial Strategies, Inc.'s phone number?

You can contact Summit Financial Strategies, Inc.'s main corporate office by phone at

+1-614-885-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Summit Financial Strategies, Inc.'s official website and social media links?

Summit Financial Strategies, Inc.'s official website is summitfin.com and has social profiles on LinkedIn.

What is Summit Financial Strategies, Inc.'s NAICS code?

Summit Financial Strategies, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Summit Financial Strategies, Inc. have currently?

As of May 2026, Summit Financial Strategies, Inc. has approximately 41 employees across 2 continents, including North AmericaOceania. Key team members include Chief Technology Officer: S. P.President: D. H.President: E. M.. Explore Summit Financial Strategies, Inc.'s employee directory with LeadIQ.

What industry does Summit Financial Strategies, Inc. belong to?

Summit Financial Strategies, Inc. operates in the Financial Services industry.

What technology does Summit Financial Strategies, Inc. use?

Summit Financial Strategies, Inc.'s tech stack includes Linkedin Insight TagWP RocketJSON-LDjQuery MigrateBoomerangMicrosoft WordX-XSS-ProtectionHTTP/3.

What is Summit Financial Strategies, Inc.'s email format?

Summit Financial Strategies, Inc.'s email format typically follows the pattern of First@summitfin.com. Find more Summit Financial Strategies, Inc. email formats with LeadIQ.

When was Summit Financial Strategies, Inc. founded?

Summit Financial Strategies, Inc. was founded in 1995.

Summit Financial Strategies, Inc.

Q: What technology does Summit Financial Strategies, Inc. use?

Summit Financial Strategies, Inc.'s tech stack includes Akamai Bot Manager, RSS, Microsoft Outlook, Microsoft, Cloudflare DNS.

Q: What is Summit Financial Strategies, Inc.'s NAICS code?

Summit Financial Strategies, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesOhio, United States11-50 Employees

Summit Financial Strategies isn’t your typical financial planning firm. Everything you are used to—from fees to philosophy—is fundamentally different. We’re loyal to just one goal: Yours. That’s how we take you from now to next.

From the beginning, Summit Financial Strategies has been all about relationships. We form lifelong partnerships with our clients and often work with the whole family. Your team—which includes your personal advisor as well as additional Summit Financial associates—is dedicated to helping you reach your financial goals. From our beginnings in Columbus, Ohio in 1995 with just two associates, we have grown to over 20 associates and staff members, and work with clients across the country.

We believe we are fundamentally different from other financial planning firms and our independent freedom to recommend the right strategies for your financial goals is just the beginning.

Insights

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