An independent, Fee-only Registered investment advisor serving Oregon and 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
Large-firm services with a small-town approach
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:
- We may only offer our services in states other than Oregon and Arizona if we are first compliant with or exempt from* licensure or notice filing requirements in that state.
- 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 or Arizona, 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 minimis” number of clients from states other than Oregon and Arizona.