SFA, established in 1985, is based in Lebanon, OH. We work with clients in Lebanon, Cincinnati, West Chester, Middletown, Dayton, Springboro, other areas of Ohio and have clients in 16 other states. We're interested in clients who are just starting to build their nest egg as well as clients who need help with their overflowing nests!
Let Summit Financial Advisors, Inc. help you make sound, educated decisions when choosing the best investments for your portfolio. From College Savings to Retirement and everything in between, we can help you map out your financial journey with a plan tailored to the specific needs for your lifestyle.
Let Summit Financial Advisors, Inc. help you make sound, educated decisions when choosing the best investments for your portfolio. From College Savings to Retirement and everything in between, we can help you map out your financial journey with a plan tailored to the specific needs for your lifestyle.
Services
Summit Financial Advisors, Inc. is a financial planning and investment management firm that will help you achieve what you want from your money, whether it's planning for retirement, covering unexpected risks or planning for a child's college education. We are dedicated to integrity and honesty at SFA.
Summit Financial Advisors, Inc. has waived or negotiated lower or higher fees for certain clients, such as charitable organizations. Summit Financial Advisors, Inc. imposes a minimum annual fee of $4,500, which may be waived or reduced. Many people like yourself are concerned about the long-range effects of inflation, taxes, and the shifting investment climate.
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