- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
- High Net-Worth Clients
Our Other NAPFA Members
Columbus, OH 43235-8446
Mark Coffey 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?
Summit Financial Strategies help clients and people they care about achieve financial stability and security. We’re different from other financial planning firms in that we are not part of a brokerage house or bank; we’re independently owned and Fee-Only, which allows us to give objective advice in our clients’ best interests.
Mark Coffey is a Fee-Only financial planner advising individuals and families since 1988.
A Certified Financial Planner(tm) certificant, he is also member of the National Association of Personal Financial Advisers (NAPFA) and a Registered Financial with NAPFA.
Mark has been quoted for his views on a variety of financial planning topics in many publications including, The Wall Street Journal, Consumer Reports Money Adviser, Yahoo Finance, Columbus Business First, The Columbus Dispatch and Columbus CEO magazine.
He is experienced in helping individuals identify and establish various goals including, retirement, education funding, estate planning and business succession. He has the ability to assist clients coordinate their asset allocation among multiple retirement plan accounts, investments and businesses. Mark's background as an attorney proves useful when working with clients legal and tax advisers.
Engagements on a fee-only basis. 100% of compensation from client fees. No products are sold.
Potential clients complete an electronic questionnaire and 1 hour interview. No fee is charged for initial interview.
Specialties:Objective personal financial planning for individuals and affluent families in a paperless office permitting highly customized plans updated either in person or on the Internet utilizing web meeting technology.