Dedicated to helping people achieve their financial goals in life.

SFA, established in 1985, has offices in Middletown, OH and Topanga, CA.  We work with clients in Middletown, Columbus, Dayton, Cincinnati, as well as California and 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!

Our Services


Let Summit Financial Advisors, Inc. help you make sound, educated decisions when choosing the best investments for your portfolio.

Financial Planning

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.

Risk Management

Protect yourself in case of injury, have a plan in place for long-term care, and ensure that your loved ones are taken care of.

Send us a message

Download Our Customer Relationship Summary

ADV Part 2A

Get In Touch With Us

  • Email

  • Phone

    (513) 424-6300

  • Mailing Address

    300 North Main Street STE 500
    Middletown, OH 45042