An independent, Fee-only Registered investment advisor serving four west coast states 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