Brian  Sutliff

Brian Sutliff

| CFP®, ChFC®, CDFA®

Summit Financial Strategies, Inc.

(614) 885-1115

Contact Me

www.summitfin.com

Fee Only Financial Planner Located in Columbus, OH and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

7965 North High Street
Suite 350
Columbus, OH 43235-8446

Brian Sutliff is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Brian Sutliff has provided personal wealth management advice for over 19 years. He holds a Bachelor of Science degree in Family Financial Planning from The Ohio State University and a Masters of Science degree in Financial Planning from the College for Financial Planning.

He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant, a Certified Divorce Financial Analyst and a NAPFA-Registered Financial Advisor. Brian has been named one of the top wealth managers by Bloomberg magazine.

Brian also teaches classes in the Financial Planning Department at The Ohio State University and is an adjunct faculty member at Franklin University and the College of Financial Planning in Denver, Colorado. Here at Summit Financial Strategies he specializes in planning with families in transition, often caused by retirement, divorce or wrongful death situations.

Brian is a resident of Granville, Ohio and an active coach in youth sports and a member of his community.