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
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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
975 Spaulding Ave SE., Ste B
Ada, MI 49301
616-425-2150