SummitView Advisors
SummitView Advisors is an independent, fee-only financial planning firm. We provide comprehensive financial planning and investment management services that help our clients arrive at the life they want.
Do you:
-Have a 401(k) and other investments but aren't sure if your portfolio is being managed correctly?
-Want to figure out how to re-create your paycheck in retirement?
-Receive stock options and RSUs but aren't sure how to manage them?
-Need a plan to transition out of your business and into the next stage of life?
We partner with our clients to help them identify their goals and decide on the best steps to take toward achieving them. We specialize in serving business owners, retirees and busy professionals. With offices located in Grand Rapids, MI, and Kalamazoo, MI, we serve clients across Michigan and virtually throughout the country.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.