Hannah Fitzpatrick

Experience

1. Financial Advisor

   Summit Financial Strategies, Inc

   Oct 2016 — Present

   At Summit Financial Strategies, we map futures, retirements, and legacies. We are a FIDUCIARY—and an Independent Investment Advisory Firm. We aren’t beholden to any family of funds or investment products. We are a FEE-ONLY FIRM. We don’t receive any commissions or kickbacks from funds our clients invest in or products you use. And we don’t have any performance-based fees built in. We are a CNBC Top-100 Financial Firm in the U.S. Only two rms in Ohio were chosen. Only one rm in Central Ohio was chosen. And we were that rm.* What we get to do for you is weighty. A privilege we embrace. Wealth management Retirement planning Investment management Executive compensation (stock options, restricted stock, company stock in 401k.) Tax planning Insurance planning Estate planning College funding, and tax advantages Securities and Exchange Commission regulations generally prohibit investment advisors from publishing client testimonials or anything that would be construed as an endorsement from a client. Therefore, I cannot accept or post endorsements or recommendations on LinkedIn.*Disclosures can be found at: