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Now a part of wealthcare, An independent, Fee-only Registered investment advisor serving the united states WITh Advisors in oregon, washington & arizona

Plan effectively. Invest efficiently.

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 planning and investing.

Complete independence

No commissions or hidden fees.
The only compensation we receive comes directly from our clients.


Large-firm services with a small-town approach


Our Independent, Fee-Only Registered Investment Advisor status ensures we owe our clients a fiduciary duty to put the client's interest first which includes, but is not limited to, a duty of care, loyalty, obedience, and utmost good faith

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.