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.
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