Insights

Strong Acquisition Momentum The recent acquisition of Sommers Financial Management by Wealthcare Advisory Partners LLC for $100 million indicates a strategic move to expand service offerings and technological capabilities, presenting an opportunity to collaborate on integration and innovative solutions.

Niche Personalization Sommers Financial emphasizes personalized, stress-free wealth management tailored to individual needs, suggesting a potential interest in advanced client engagement tools and customized financial planning software.

Tech-Driven Approach Utilizing a modern tech stack including AWS, Node.js, and analytics tools signals openness to digital transformation and technology partnerships that enhance service delivery and operational efficiency.

Market Positioning With mid-tier revenue between 10M and 25M and a small team, Sommers Financial aims to compete like larger firms through personalized service, opening avenues for scalable wealth management solutions and innovative fintech integrations.

Potential Growth Areas Given the company's focus on independent, fee-only advice and existing client-oriented services, there are opportunities to introduce new financial products, compliance solutions, or CRM systems tailored for boutique wealth managers.

Similar companies to Sommers Financial Management

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

Media & News

Wealthcare Advisory Partners LLC acquired Sommersfinancial for $100M on Jan 12th '23.
Wealthcare Advisory Partners LLC ("Wealthcare" or the "Company"), a technology-enabled full-service RIA that supports independent financial advisors and a NewSpring Holdings platform company, today announced the acquisition of Sommers Financial Management ("Sommers Financial").
Jan 12, 2023 | finance.yahoo.com

Sommers Financial Management's Email Address Formats

Sommers Financial Management uses at least 1 format(s):

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 P/o Box 1552 St. Helens, Oregon 97051 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 SIC code NAICS code?

Sommers Financial Management's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Sommers Financial Management have currently?

As of February 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.

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.

Company Overview

Headquarters: 144 South 14th Street P/o Box 1552 St. Helens, Oregon 97051 United States
Phone number: +1-503-397-****
Website: sommersfinancial.com
SIC Code: 6282 - Investment Advice
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 2002
Employees: 2-10