Middletown, OH N. Main Street Office
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Summit Financial Advisors, Inc.
Team
Firm-wide stats for Summit Financial Advisors, Inc.
About
Summit Financial Advisors, Inc. provides customized investment management primarily to high‑net‑worth individuals and related trusts, estates, pension and profit‑sharing plans, and other legal entities. The firm generally implements client portfolios using mutual funds and exchange‑traded funds and also offers investment consulting and hourly financial planning services for clients who do not meet its household minimum.
An internal Investment Committee conducts fundamental analysis—reviewing fund managers, historical risk/return, sector exposures, and fees—and meets quarterly to review market conditions and prospective investments. Portfolios are managed with generally long time horizons, with clients selecting growth, balanced, or conservative strategies; the firm may recommend option writing or accept reasonable client‑imposed restrictions where appropriate.
Notable disclosures in the brochure include that certain firm personnel are licensed insurance agents who may receive commission compensation for selling insurance products in addition to advisory fees, a conflict the firm says it mitigates through disclosure and suitability assessments. The brochure also describes receipt of custodial products and services from its primary custodian and circumstances in which the firm may be deemed to have custody; it states the firm maintains a written code of ethics and reports no material legal or disciplinary events in the past ten years.
Based on Summit Financial Advisors, Inc.
Expertise
Based on Summit Financial Advisors, Inc.
Location
300 N. Main Street, Suite 500
Middletown OH 45042
Advisors at this office
2
Advisors at this office
Ellen W
CFP®, Series 65
Middletown, OH
Summit Financial Advisors, Inc.
Ellen Weed is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Summit Financial Advisors, Inc. since 2007 and previously worked at IPFP, Inc. from 2003 to 2007. She is also a co-owner of Financial Security Solutions, LLC, an insurance agency focused primarily on long-term care insurance. Summit Financial Advisors, Inc. provides customized investment management mainly to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. The firm employs a fundamental analysis approach through an internal Investment Committee and offers portfolios tailored to growth, balanced, or conservative strategies.
Matthew W
CFP®, CFA®, Series 66
Middletown, OH
Summit Financial Advisors, Inc.
Matthew Weed is a CFP® and CFA® with 18 years of industry experience. He has been with Summit Financial Advisors, Inc. since 2015, working as part of a four-advisor team. Summit Financial Advisors, Inc. provides customized investment management primarily to high-net-worth individuals and related trusts, estates, pension, and profit-sharing plans. The firm employs a fundamental analysis-driven investment process overseen by a multi-person Investment Committee, offering growth, balanced, and conservative strategies with portfolios typically constructed for multi-year horizons.
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