Insights

Acquisition Opportunity Sommers Financial Management was acquired by Wealthcare Advisory Partners LLC for $100 million, indicating active consolidation in the independent financial advisory sector, which could present opportunities for partnership, technology integration, or service expansion.

Technology Stack The company's use of modern technologies such as Amazon Web Services, jQuery, Node.js, and Google Analytics suggests openness to digital enhancement initiatives, making them receptive to innovative financial technology solutions.

Market Position With a revenue range of $10 million to $25 million and a small team of 2-10 employees, Sommers Financial is a growing, agile firm that may benefit from scalable tech solutions and targeted service offerings to expand its client base.

Unique Selling Points Their emphasis on independence, personalized service, and fee-only model positions them as a trusted advisor, providing opportunities to offer compliance, CRM, and client engagement technologies that enhance their value proposition.

Competitive Landscape Operating among large financial firms with extensive resources, Sommers Financial could be targeted with niche or specialized solutions that emphasize boutique service quality and digital client engagement to differentiate itself.

Similar companies to Sommers Financial Management

Sommers Financial Management Tech Stack

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

Amazon Web Services
Cloud Hosting
Twemoji
Font Scripts
Chart.js
Javascript Graphics
Modernizr
Javascript Libraries
jQuery
Javascript Libraries
Lightbox
Javascript Libraries
PHP
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	100%

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 June 2026, Sommers Financial Management has approximately 5 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 ServicesTwemojiChart.jsModernizrjQueryLightboxPHPGoogle 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 5 employees.

Q: What technology does Sommers Financial Management use?

Sommers Financial Management's tech stack includes Google Tag Manager, Express, Font Awesome, Google Fonts API, Node.js.

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.

Company Overview

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