- 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
Our Other NAPFA Members
Columbus, OH 43235-8446
Ted Saneholtz 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?
Ted has been providing investment advisory, insurance and benefits counseling, estate and succession planning services to clients since 1983. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant and a NAPFA-Registered Financial Advisor.
Ted is the founder of Summit Financial Strategies and currently serves as President. Ted has been selected by Worth magazine as one of the country's best financial advisors and listed as a top advisor in Medical Economics and Bloomberg Wealth Manager. He has been quoted and published in numerous publications, and is frequently a public speaker on financial topics.
Ted is a graduate of Miami University. He is actively involved in a number of professional, civic, and charitable organizations. He lives in Dublin with his wife and three girls.