Founded in 1985, Summit Financial Planning, Inc. is an independent, fee-only Registered Investment Adviser (RIA) based in Worthington, Ohio. The firm operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. Its mission is to provide objective, comprehensive financial advice and investment management to help successful professionals, retirees, and their families achieve their financial goals. Their services encompass retirement planning, investment strategy, tax planning, and estate planning, emphasizing a long-term, disciplined approach.

Founded in

United States