Financial goals for your future, talk to us

Your assets, your financial goals, your future—we’ll guide you to the right balance.

Life and financial goals are about balance—risk and reward, now vs. the future. Rely on our training, certifications and experience of working with people like you—people looking for balance and a partner for their journey. We’ll listen and guide. Advise and discuss. Share new ideas and opportunities. Balance risk and reward. And build a plan mapped to the future and legacy you envision.

Planning

To achieve the lifestyle you want in retirement, successfully pass on your family business, or plan for your children’s future—let’s talk about your dreams and financial goals.

Management

Want to keep your nest egg or trust moving forward on the path you’ve planned? We’re here to guide you.

Talk to Mike, Bill or J.T. about the future you envision. They understand risk and reward, looking ahead, and how to map out the right path for your long-term financial goals.

Meet your guide, co-founder and wealth advisor Michael Radakovich, CERTIFIED FINANCIAL PLANNER™.Recognized for his knowledge and insight, he’s been chosen to lead a panel discussion at the prestigious Private Wealth Pacific Northwest Forum, held in Seattle. Read more about Mike here.

Meet your wealth manager, Bill Fisher, co-founder, Investment Advisor in Danville, CA

How do you prepare for the future?

Use our free planning tools to get started.

Meet your retirement specialist, J.T. Greenwood, Wealth Advisor, Chartered Retirement Planning Counselor® in San Jose, CA

Test your investments with our free resources.

Has your portfolio passed the stress test? Our tool helps identify hidden risks in your investments. Watch the video to learn more.

With Financial Advisors in both Oregon and California, Summit Advisors NW is a firm dedicated to balancing your nest egg with your financial goals. What do you need for retirement? Selling a business or planning for the next generation? Setting aside funds for college? Meet Mike Radakovich, Bill Fisher and J.T. Greenwood, financial advisors with combined 70+ years of experience working with people like you.

Have a question? Stop by—we’ll put the coffee on.

Let’s Talk

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities of investment advisory services which may be referenced herein. We may only offer services in states in which we have both been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

Summit Advisors NW is not a registered broker-dealer nor a registered investment advisor. Summit Advisors NW and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100. For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures.

Check the background of our investment professional on FINRA’s BrokerCheck

Portland, OR

Danville, CA

San Jose, CA