About Us
Commerce Advisors LLC, in business since 2009, is your holistic wealth management solution. Our team of 7, with over 150 years of collective experience, specializes in serving closely held business owners looking to monetize their business. We offer a unique, problem-solving approach, backed by our proprietary financial planning software. We're not just a service, we're a partner in achieving your financial goals.
We are a boutique wealth management and financial planning firm that is privately owned by both employees and clients.
The products and services we offer
Recommendations Received (12)
"Has a lot of experience as a financial advisor."
"Commerce Advisors is locally owned and operated financial services company. They are a very..."
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"Commerce Advisors is locally owned and operated financial services company. They are a very professional and honest organization. Everyone there will bend over backwards to service their clients. I highly recommend them for your financial planning and retirement accounts."
Products & Services
A Roth IRA can be a great tax-efficient way to prepare for retirement. Commerce Advisors LLC can help you open and manage your Roth IRA account for...
We encourage and will make our team available to discuss your particular financial situation and address any concerns you may have. We implement a ...
Recommendations Given (27)
"Equity manager with very Consistent performance and strong research abilities , "
"GOOD SIZE FIRM WITH LOTS OF TAX EXPERIENCE AND EXPERTISE. "
Recent Activity
We take on more of a solutions based approach- leading with proactive client service - verses a transactional based approach.
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We take on more of a solutions based approach- leading with proactive client service - verses a transactional based approach.
