Summit Advisors NW, LLC is an independent, fee-only financial planning and wealth management firm based in Lake Oswego, Oregon. As a Registered Investment Advisor (RIA), they are fiduciaries, legally obligated to act in their clients' best interests. The firm focuses on a holistic, personalized, and disciplined approach to help clients achieve their financial goals, offering services that include comprehensive financial planning, investment management, and retirement planning. Their history is rooted in providing objective advice without the conflicts of interest associated with commission-based sales.

Founded in

United States