We have the experience, intellectual capital and integrity necessary to design a custom, comprehensive roadmap for each client that guides and assists in making smart financial decisions.
We take the time to fully integrate the solutions we recommend and actively manage our clients’ financial lives. We become the catalyst for getting things done.
We don’t just talk about caring for our clients and their families. We prove it every day through the actions of our team and our desire to go above and beyond for the needs of our clients.
At Summit Pointe Financial, we are your advocates in helping you plan for your personal vision of a better tomorrow. Rather than leave your future to chance, our mission is to guide you to the successful attainment of your goals by utilizing our dynamic planning process which we’ve developed & refined over our decades of experience in the financial services industry.
We are committed to integrity and professionalism in our relationship with you, putting your interests first. Adhering to high ethical standards, we endeavor to know and understand your financial situation and provide you with quality information, services & products to help you reach your goals.
Summit Pointe Financial provides personalized custom plans for our clients. With a combination of financial planning, wealth management, risk management, tax planning, retirement planning, and legacy planning, we tailor your plan with a specific set of recommended strategies and tactics to help you work toward your unique financial goals.
Browse through the educational resources on our website to read, watch, download, and learn about the basics of finance and retirement. And remember, we are here to help businesses and individuals and families with a full spectrum of financial strategies as part of your customized plan. Please feel free to contact us, we would love to speak with you.
Please feel free to reach out to us with questions, or to schedule a no-obligation consultation to discuss your situation and your goals for your business or your family. We will get back to you as soon as possible!
Representatives are associated with specific locations, and availability may vary by office.
© 2026 Summit Pointe Financial Group. All rights reserved. Securities offered through The O.N. Equity Sales Company. Member FINRA/SIPC. One Financial Way, Cincinnati, Ohio 45242. (877) 663-7267. Investment Advisory Services offered through O.N. Investment Management Company. Summit Pointe Financial does not provide tax advice, but we do coordinate our services and work together with our clients’ tax professionals. Estate planning services provided in conjunction with your licensed legal professional.
