..Investing it should be easy.

Sommers Financial Management creates wealth management solutions to fit your needs and your lifestyle. We use a disciplined, personalized approach that takes the stress out of investing.

  • Complete independence: No commissions or hidden fees
  • Personalized service: Large-firm services with a small-town approach
  • Trusted advice: Independent, Fee-Only Registered Investment Advisor status ensures we always act in your best interest

We encourage you to explore our site to learn more about our services for individuals, families and businesses. You can also send an email or call 503-397-1545 to talk with us directly.

 

To comply with current Investment Advisor Licensing requirements, we must clearly and prominently state on our website that:

1. We may only offer our services in states other than Oregon if we are first compliant with or exempt from* licensure or notice filing requirements in that state.

2. In order for one of our Investment Advisor Representatives to offer our advisory services to you if you live in any state other than Oregon, that representative must first be compliant with or exempt from* licensure or notice filing requirements in your state.

*There are exemptions in most states that allow us to provide service to "a de minimus" number of clients from states other than Oregon.