Summit Advisors NW Employee Directory

Financial ServicesOregon, United States2-10 Employees

Summit Advisors NW is a small financial services firm based in Hillsboro, Oregon, offering guidance for individuals navigating their financial planning. The team emphasizes independent advice grounded in formal training, certifications, and extensive real-world experience, aiming to balance short-term needs with long-term goals. Their services span retirement and estate planning as well as ongoing financial management, with advisors Mike Radakovich, Bill Fisher, and J.T. Greenwood guiding clients toward a suitable balance of risk and reward. The firm describes its approach as listening closely, providing straightforward answers, and blending technical analysis with practical experience to support clients' financial journeys. Clients are individuals seeking balance in their financial planning, with a local presence including an office in Portland's Multnomah Village and additional offices in Portland, Danville, and San Jose.

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