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Discover True Opportunity

From investment advice to financial planning to risk management,

our wealth management philosophy is built around simplifying your life.

Imagine a partner that helps you achieve the things you want for yourself and the people you love most. The Sommersberger Group is focused on your goals and helping you to design the financial strategies that will allow you to discover true opportunity.

Current Accolades
  • Forbes Best-In-State Wealth Advisor
  • Barron's Top 1,200 Financial Advisors in America
  • Baird Top 10 Advisor Nationally
  • Baird Chairman's Club Member
  • Baird 1919 Club Member
Previous Accolades
  • Financial Planning Top 40 Advisors Under 40
  • On Wall Street Top Regional Advisor Under 40
  • Forbes Top Next-Gen Wealth Advisor
  • Baird President’s Club Member
  • Baird Rookie of the Year

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Customized Financial Solutions

With a combination of our expansive financial experience and a client-first approach, we seek to understand what matters to you most so we can help you make smart financial decisions.

Through our process of advanced planning, we seek to understand all of your future goals. Then, we create an individualized plan and investment strategy to grow your wealth and accomplish these goals. We ensure your plan is continuously monitored through our on-going service and optimization.

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Exclusive Investment Access

Our team identifies the appropriate opportunities to align your investments with your goals and ensure your assets are working towards the future that you want.

We analyze your time horizon, risk tolerance, and how the current state of the financial markets will impact your plan. We design a personalized allocation that seeks to own high quality investments to deliver a high risk-adjusted return.

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Our Network, Your Security

By drawing on our resources at Baird, we will identify opportunities and gaps in your financial situation. These resources include industry-leading equity research and access to specialists in tax, retirement, insurance, education and estate planning.

As your advisor, we are committed to always being there for you, and ensuring that the plan we’ve designed together is staying on track and maintains alignment with your goals. It is a central focus of Baird and our group to always put clients’ interest, and financial security, first.

Check the background of this firm/advisor on FINRA’s BrokerCheck.