SummitView Advisors is an independent, fee-only wealth management firm that provides financial planning and investment management services for individuals and families.
The firm was founded on the principles of deep relationships, forward-thinking portfolio management and the use of technology to help our clients achieve their goals.
We act as fiduciaries for our clients, meaning we are obligated to put their best interests first. As fee-only advisors, we do not receive any commissions or kickbacks and are only compensated through the fee paid to us by our clients. We believe this approach aligns us with our clients and allows us to avoid conflicts of interest.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 975 Spaulding Ave Se,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- summitviewadvisor.com
- HQ
- Ada, MI
Summitview Advisors Questions
Summitview Advisors's website is summitviewadvisor.com
Summitview Advisors's LinkedIn profile is https://www.linkedin.com/company/summitview-advisors
Summitview Advisors has
4 employees.
View email and phone details for 4
employees at Summitview Advisors.
Summitview Advisors's industry is
Financial Services
Summitview Advisors's top competitors are
Voisard Asset Management Group,
Team Financial Group, Inc. Commercial Equipment Financing,
Ehtc,
Npf Investment Advisors,
Root Financial,
Premier Wealth Management Group,
Village Financial Services,
John C. Bogle Center For Financial Literacy,
Consider It Done!,
Precisefp.
Summitview Advisors's categories are Financial Services
Summitview Advisors's founding year is 2018
