The answers you need. The life you want.

Fee-only financial planning and investment management to get you there.

The answers you need. The life you want.

Fee-only financial planning and investment management to get you there.

Know You’re Making the Best Financial Decisions

At SummitView Advisors we provide comprehensive financial planning and investment management services that help our clients arrive at the life they want.

With offices located in Grand Rapids, MI and Kalamazoo, MI, SummitView Advisors serves clients across Michigan and virtually through the country.

Business Owners
Make sure your business and income fit into your larger financial picture so you can reach all your goals.
Retirement
With retirement a few years away, working with a certified financial planner is the best way to make sure you take the right steps.
Professionals with Stock Compensation
Get the most out of your company equity with support from a trusted fiduciary.

Determine the Right Path for Your Future

Make the most of your income and assets. Take advantage of expert advice for financial growth and stability.
Partner

We listen first and talk second. Your goals and needs are our top priority.

Excel

Sound advice enables you to maximize your assets and accelerate your progress.

Arrive

A clear focus on your long term goals will keep you on track through all of life’s seasons.

Get your questions answered
Our planning process is tailored to your specific needs and builds confidence in your financial plan.

1. Design your plan

We get to know you, your finances, and your goals so we can build a customized path to get you there.

2. Make it happen

With your destination in mind, we help you implement your plan and make sure your bases are covered.

3. Stay on track

We meet with you regularly to review your plan—life can change and your plan should adjust accordingly.
Get your questions answered
Our planning process is tailored to your specific needs and builds confidence in your financial plan.

1. Design your plan

We get to know you, your finances, and your goals so we can build a customized path to get you there.

2. Make it happen

With your destination in mind, we help you implement your plan and make sure your bases are covered.

3. Stay on track

We meet with you regularly to review your plan—life can change and your plan should adjust accordingly.

SummitView Advisors provides finanical planning and investment management services to help you arrive at the life you want.

Financial Advice You Can Trust

Sometimes it feels like finding answers to your financial questions requires you to become an expert yourself.  From managing investments to navigating life’s changes and transitions, how do you determine the course that’s right for you?

You need answers. That’s where a trusted financial partner can assist.

Working together we can keep you on track, advise you of changes, and get you to your goals. 

At SummitView Advisors we deliver expert financial advice and guidance you can trust.

Let’s create a custom financial path that will lead you to the future you envision.

Don’t Miss Your Opportunity to Plan for the Life You Want

Take action now and keep your options open.

Get There

SummitView Advisors provides our clients with comprehensive planning and investment management services so they can accelerate their arrival at the life they want.

SummitView Advisors

250 Monroe Ave NW, Ste 400
Grand Rapids, MI 49503
616-425-2150

 

251 N. Rose Street, Ste 200
Kalamazoo, MI 49007
269-459-3090
contact@summitviewadvisor.com
Advisory services offered through Financial Life Management, LLC – Doing Business As – SummitView Advisors, a Michigan registered investment adviser. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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