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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-15-1995
- Office Locations
- 1
Office Locations
About Summit Financial Strategies INC
Summit Financial Strategies is a Columbus, Ohio fee-only, fiduciary advisory firm serving individuals and families. The team provides comprehensive financial planning alongside investment management and retirement strategy work, emphasizing portfolio construction, asset allocation, and risk management using vehicles such as ETFs and mutual funds. Client assets are custodied with major platforms including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SAMANTHA ALISE LYMAN MACCHIA
Chief Executive Officer, Partner, President
- CRD
- #4362533
- Ownership
- 10% but less than 25%
MICHAEL ROBERT SCHERER
Chief Financial Officer, Partner, TREASURER, VICE PRESIDENT
- CRD
- #5920189
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Summer Rose Irene Anderson
Financial Advisor
- CRD
- #7456946
Todd David Anderson
Trader
- CRD
- #4953208
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,070,037,261 | $543,032 |
| Non-Discretionary | $236,499,001 | $701,777 |
| Total | $2,306,536,262 | $555,926 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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