Our Locations
Topanga, California

At Summit Financial Advisors, we are proud to have an office operating in Topanga, California. Our Topanga team specializes in offering expert, comprehensive financial planning services. Our mission is to guide individuals in Topanga and the surrounding areas of Santa Monica, Malibu, Woodland Hills, Pacific Palisades, and Los Angeles towards achieving their financial aspirations.

Our suite of services includes tailored investment planning, strategic retirement planning, effective tax strategies, college savings plans, insurance planning, and personalized advice for any financial scenario that you might encounter.

Our Topanga, California Services

Summit Financial Advisors acts as fiduciaries for our Topanga, California and greater Los Angeles metro area clients. This means we're dedicated 100% to acting in your best interest at all times. We are dedicated to honesty and integrity, and due diligence in our research and work.

As a fee-based entity, our compensation is a percentage of the assets we manage for you. This structure ensures that our focus remains solely on providing valuable advice, as we do not sell products or charge transaction fees. We only get paid for the advice we give our clients, and do not sell products or take transaction fees.

We strongly believe in the power of face-to-face meetings to understand our clients' goals and desires comprehensively. That's why we are committed to making house calls and coming to you! Let us bring our top-notch financial planning services right to your doorstep.

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Get In Touch With Us

  • Email


  • Phone

    (513) 424-6300

  • Mailing Address

    300 North Main Street STE 500
    Middletown, OH 45042