A complete list of active advisors currently associated with Five Peaks Financial Consulting, Inc.

Warmer can help you find a great advisor at Five Peaks Financial Consulting, Inc. or one who fits your needs even better.

The firm provides personalized financial planning and investment advisory services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, working with a small number of high‑net‑worth households. Its service offerings include comprehensive financial planning (cash‑flow, tax and estate planning), assistance selecting and monitoring investment managers, pension consulting, and placement of life, disability and long‑term care insurance products. The firm typically operates in a non‑discretionary capacity: it recommends strategies, creates investment policy statements, and selects third‑party discretionary managers on behalf of clients, while the managers or clients retain day‑to‑day trading authority. Investment selection is informed by fundamental and quantitative analysis, a psychometric risk‑tolerance assessment, periodic reviews (usually semi‑annual or annual), and use of an investment platform that provides reporting, trading and strategist oversight. Distinctive features include maintained insurance licenses and ongoing pension design and estate‑administration work billed on an hourly basis, which supplements the adviser‑selection and planning services more common among peers. The firm also emphasizes succession planning through formal referral arrangements to vetted third‑party advisory firms and brings a principal’s background in tax, pension design and prior professional credentials to those advisory and consulting engagements.

To learn more about the advisors currently working at Five Peaks Financial Consulting, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.