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.
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Advisors at this Office

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.
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This Office

7950 Moorsbridge Rd Suite 202 Portage, MI 49007-3860 Phone: (269) 459-3090

Primary Office

975 Spaulding Avenue SE, Suite B Ada, MI 49301 Phone: (616) 295-5048

Other Offices

7950 Moorsbridge Rd Suite 202 Portage, MI 49007-3860 Phone: (269) 459-3090