Meeder Wealth Management

Dublin, OH

Summit Financial*

Summit Financial*

Summit is one of the industry’s prominent independent advisory firms. Founded nearly four decades ago by a group of advisors, Summit has a proven legacy of success elevating advisor practices and client experiences. Meeder Wealth Management’s affiliation with Summit provides access to SummitVantageTM, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless. This includes an in-house, institutional-caliber brain trust of tax, estate, insurance and financial planning experts that are now an extension of the Meeder Wealth Management team.

*Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc (registered with the SEC in 1991) and Summit Financial Resources, Inc (registered with the SEC in 1983) for all their investment advisory and financial planning business.

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