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An independent, Fee-only Registered investment advisor WITh offices in oregon & 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.

Personalized
service


Large-firm services with a small-town approach

Objective
advice


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.