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Plan effectively. Invest efficiently.

Wealth Management

We offer comprehensive wealth management that includes investment management and our holistic financial planning service for one simple quarterly advisory fee.

Financial Planning

Our planning will demonstrate how you can effectively achieve your goals based on your current financial situation and your future plans for saving and investment.

Retirement Plans for Small Businesses

We help businesses set up retirement plans for their owners and employees: 401(k) plans, SEP IRAs, or SIMPLE IRAs; we help you choose and manage what's in your best interest.

Monthly Investment Strategy Subscription

For DIY investors or investment professionals who want to leverage the investment processes of Sommers Financial Management.