Our Company

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. We believe in making the right moves for our clients for the right reasons. Our goal is to help you do what you want with your money, in the best way possible. We will give you advice on which investments are best for you, how to save money in taxes, how much you need to save to achieve your goals, how best to leave your estate according to your wishes, and how to protect yourself from financial loss. All of SFA’s owners plan their own finances in the same manner that we advise our clients. That’s because we believe in what we do, and we see that it works.

Our Team

Roger L. Miller, CFP®

PRESIDENT

(513) 424-6300 ext. 14
rmiller@sfadvisorsinc.com

Roger is President of Summit Financial Advisors, Inc. He has worked in the financial planning and investment advisory business since 1973 and has been a certified financial planner (CFP) since 1982. A graduate of....

Peter B. Miller, CFP®

VICE PRESIDENT

(513) 424-6300 ext. 15
pmiller@sfadvisorsinc.com

Peter is Vice President of Summit Financial Advisors, Inc. He is a financial planner specializing in investment planning and client services. Peter graduated from Bowling Green State University in 2001 with a....

Ellen M. Weed, CFP®

VICE PRESIDENT

(513) 424-6300 ext. 17
ellen@sfadvisorsinc.com

Ellen M. Weed, CFP is Vice President of Summit Financial Advisors, Inc. She is a personal financial planner specializing in client service and overall financial planning. She was salutatorian of her....

Matthew A. Weed, CFA®, CFP®

VICE PRESIDENT

(513) 424-6300 ext. 16
mweed@sfadvisorsinc.com

Matthew A. Weed, CFA, CFP is Vice President of Summit Financial Advisors, Inc. He is a financial planner specializing in investment research and portfolio management. Matthew graduated with a Bachelor of....

Polly B. Wilmot

OFFICE MANAGER

(513) 424-6300 ext. 11
pwilmot@sfadvisorsinc.com

Polly Wilmot is the Office Manager of Summit Financial Advisors, Inc. She is responsible for back office duties including billing, processing forms, data entry, mailings, researching client portfolios, preparing reports, and....

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