Insights

Strong Acquisition Momentum The recent acquisition of Sommers Financial Management by Wealthcare Advisory Partners LLC for $100 million indicates a strategic move towards expanding digital and technology-enabled wealth management services, presenting opportunities to introduce innovative solutions or integrations to the company.

Focus on Independence Sommers Financial’s commitment to independence and fee-only advisory services positions it as a trusted partner for clients seeking transparent and conflict-free financial advice, making it an ideal candidate for solutions that enhance client trust and compliance.

Growth Potential With annual revenues estimated between $10 million and $25 million and a small team of fewer than ten employees, the firm is positioned for growth and could benefit from scalable technology platforms, marketing automation, and client engagement tools to accelerate its expansion.

Tech-Enabled Service Utilizing a modern tech stack including AWS, Google Fonts, jQuery, and Node.js indicates openness to digital transformation, offering opportunities to provide advanced analytics, secure client portals, or bespoke web solutions to improve operational efficiency.

Competitive Positioning Operating in a market with large firms like Fidelity and Charles Schwab, Sommers Financial can be targeted with tailored solutions that help it differentiate through personalized service, boutique branding, or niche marketing strategies that appeal to its small-town approach.

Sommers Financial Management Tech Stack

Sommers Financial Management uses 8 technology products and services including Amazon Web Services, Google Fonts API, Chart.js, and more. Explore Sommers Financial Management's tech stack below.

Amazon Web Services

Cloud Hosting

Google Fonts API

Font Scripts

Chart.js

Javascript Graphics

Modernizr

Javascript Libraries

Lightbox

Javascript Libraries

jQuery

Javascript Libraries

Node.js

Programming Languages

Google Tag Manager

Tag Management

Sommers Financial Management Email Formats	Example	Percentage
First@sommersfinancial.com	John@sommersfinancial.com	50%
First@sommersfinancial.com	John@sommersfinancial.com	50%

Sommers Financial Management Email Formats

Example

Percentage

First@sommersfinancial.com

John@sommersfinancial.com

50%

First@sommersfinancial.com

John@sommersfinancial.com

50%

Frequently Asked Questions

Where is Sommers Financial Management's headquarters located?

Sommers Financial Management's main headquarters is located at 144 South 14th Street po Box 1552 St. Helens, Oregon United States. The company has employees across 1 continents, including North America.

What is Sommers Financial Management's phone number?

You can contact Sommers Financial Management's main corporate office by phone at

+1-503-397-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sommers Financial Management's official website and social media links?

Sommers Financial Management's official website is sommersfinancial.com and has social profiles on LinkedIn.

What is Sommers Financial Management's NAICS code?

Sommers Financial Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Sommers Financial Management have currently?

As of April 2026, Sommers Financial Management has approximately 4 employees across 1 continents, including North America. Key team members include Lead Planner & Chief Investment Strategist: A. S.Branch Manager: J. P.Certified Financial Planner™ Professional: B. B.. Explore Sommers Financial Management's employee directory with LeadIQ.

What industry does Sommers Financial Management belong to?

Sommers Financial Management operates in the Investment Management industry.

What technology does Sommers Financial Management use?

Sommers Financial Management's tech stack includes Amazon Web ServicesGoogle Fonts APIChart.jsModernizrLightboxjQueryNode.jsGoogle Tag Manager.

What is Sommers Financial Management's email format?

Sommers Financial Management's email format typically follows the pattern of First@sommersfinancial.com. Find more Sommers Financial Management email formats with LeadIQ.

When was Sommers Financial Management founded?

Sommers Financial Management was founded in 2002.

Sommers Financial Management

Q: How many employees does Sommers Financial Management have currently?

Sommers Financial Management has approximately 4 employees.

Q: What technology does Sommers Financial Management use?

Sommers Financial Management's tech stack includes Facebook, Google Tag Manager, Express, WordPress, Open Graph.

Q: What is Sommers Financial Management's NAICS code?

Sommers Financial Management's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementOregon, United States2-10 Employees

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 retirement planning and investing.

•Complete independence: No commissions or hidden fees

•Personalized service: Large-firm services with a small-town approach

•Trusted advice: 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 e-mail or call 503-397-1545 to talk with us directly.

Insights

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