What departments does Summit Financial Strategies, Inc. have?

Summit Financial Strategies, Inc. has employees across 6 departments including Operations, Finance, Research, Engineering, Legal.

What is the largest department at Summit Financial Strategies, Inc.?

The largest department at Summit Financial Strategies, Inc. is Finance with 10 employees.

Where are Summit Financial Strategies, Inc. employees located globally?

Summit Financial Strategies, Inc. has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Summit Financial Strategies, Inc.'s team size changed over time?

Summit Financial Strategies, Inc.'s team has decreased from approximately 43 to 27 employees based on available data.

Summit Financial Strategies, Inc. Employee Directory

Financial ServicesOhio, United States11-50 Employees

Summit Financial Strategies, Inc. operates in the financial services sector, providing independent financial planning and advisory services. The firm emphasizes long-term relationships with clients and frequently works with multiple generations, supported by a team that includes a personal advisor and additional associates. It originated in Columbus, Ohio, in 1995 with two associates and has grown into a mid-sized staff serving clients across the United States.
The firm differentiates itself through its independence to tailor strategies to client goals rather than adhering to a fixed approach. In 2025, Summit Financial Strategies launched a College Planning Checklist to help families navigate common planning questions during transitions.

Summit Financial Strategies, Inc. Global Highlights

North America
84

United States Of America
84

Oceania
1

Australia
1

Summit Financial Strategies, Inc.'s Leadership

S. P.
Chief Technology Officer
Mobile Phone
Email
D. H.
President
Mobile Phone
Email
E. M.
President
Mobile Phone
Email
T. S.
President
Mobile Phone
Email
B. T. S. M.
Partner, Owner
Mobile Phone
Email
T. S.
Partner/Chief Operating Officer/Financial Advisor
Mobile Phone
Email
A. H.
Partner/Senior Financial Advisor
Mobile Phone
Email
L. S.
Owner
Mobile Phone
Email

Summit Financial Strategies, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Business
Community & Social Services
Administrative
Other
Analytics

Contact profiles from Summit Financial Strategies, Inc.

Name

Title

Contact Info

Location

Last Update

B. T. S. M.
Partner, Owner
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
T. S.
Partner/Chief Operating Officer/Financial Advisor
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
A. H.
Partner/Senior Financial Advisor
Mobile Phone
Email
United StatesGeorgia
Apr 15, 2026
D. H.
President
Mobile Phone
Email
Oct 21, 2024
E. M.
President
Mobile Phone
Email
United StatesOregon
Oct 23, 2024
L. S.
Owner
Mobile Phone
Email
Oct 24, 2024
M. S.
Partner, Senior Financial Advisor, Director Of Research
Mobile Phone
Email
Nov 03, 2023
M. B.
Partner
Mobile Phone
Email
Oct 17, 2024
S. P.
Chief Technology Officer
Mobile Phone
Email
Sep 22, 2023
T. S.
President
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Summit Financial Strategies, Inc. known for?

Summit Financial Strategies, Inc. was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 4111 Worth Avenue #510 Columbus, Ohio 43219 United States; you can contact the main corporate office by phone at

+1-614-885-****

. Explore Summit Financial Strategies, Inc.'s company overview page for more information.

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

Summit Financial Strategies, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summit Financial Strategies, Inc. email formats with LeadIQ.

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

Summit Financial Strategies, Inc. has approximately 41 employees as of May 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Summit Financial Strategies, Inc.'s key employees and leadership?

As of May 2026, Summit Financial Strategies, Inc.'s key employees include:

Chief Technology Officer: S. P.
President: D. H.
President: E. M.
President: T. S.
Partner, Owner: B. T. S. M.

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Summit Financial Strategies, Inc. Employee Directory

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