SummitView Advisors Information

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.