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Sommers Financial Management
Sommers Financial Management creates wealth management solutions to fit your needs as a non-profit business.
Services Offered: Financial & Risk Management
Region(s) Covered: Oregon & SW Washington
Contact Information
| principal contact: | Adam Sommers |
| email: | adam@sommersfinancial.com |
| phone: | 503-397-1545 |
Mission
"Together, we invest with integrity."
Description
It is our objective to develop long-term relationships with our clients by providing reasonably priced, personalized wealth management. As an Independent, Fee-Only Registered Investment Advisor, we derive no income from the sale of investment products. The only revenue we receive comes directly from our clients. We take pride in our independence and have no conflicts of interest.