Tim Sommer

Tim Sommer is Senior Wealth Management Advisor at Legacy Edge Advisors. Tim brings more than 30 years of industry experience specializing in comprehensive financial planning, investment management, income strategy construction, and estate planning.

Prior to joining Legacy Edge Advisors, Tim was a Senior Wealth Management Advisor at both TIAA (28 years) and The Capital Group.

By working with hundreds of clients over the years, Tim came to fully understand the importance of capturing both the financial data points needed for plan analysis, but also the non-financial factors – which is unique for each client. Tim also strives to develop strong relationships with each client and their family.

This approach provides a meaningful outcome to each client:

• The Financial Plan conversation is much deeper and broader than just the “numbers” alone
• Clients have full confidence in Tim’s advice, and genuinely trust that his objective is to ensure that they realize their unique definition of “success”.

Tim holds a BA in Humanities from Providence College, and is an Accredited Investment Fiduciary (AIF®), which means he must at all times put his clients’ interest first, even before his own interests, or the interests of his firm.

Tim and his wife Christina currently reside in Kensington, MD along with their 9-year-old twins, Peyton and Matthew, and Sydney, their 7-month old Bernadoodle. They moved after many years in New York City to be closer to their 9 nieces and nephews, who all live within a few blocks.

When not at work, Tim enjoys spending time with his family and friends, playing tennis, traveling, and pondering if he will ever become a mediocre-ish golfer.