A complete list of active advisors currently associated with Four Peaks Planning and Investments LLC

Warmer can help you find a great advisor at Four Peaks Planning and Investments LLC or one who fits your needs even better.

Four Peaks Planning and Investments provides ongoing portfolio management and integrated financial planning primarily for individual and high‑net‑worth clients, managing roughly $60 million across several hundred client relationships. The firm also conducts educational seminars and workshops for clients and prospective attendees at no cost. Advisory services are tailored to each client through an Investment Policy Statement and delivered on either a discretionary or non‑discretionary basis, with portfolio construction informed by fundamental analysis and modern portfolio theory. Investment strategies include long‑ and short‑term trading, options strategies, and allocations across mutual funds, ETFs (including precious‑metal ETFs), fixed income, annuities and inflation‑protected securities. A distinctive feature is that the firm’s principal is a licensed insurance agent and may offer commissionable insurance and annuity products to clients, a relationship the firm discloses and documents as a potential conflict of interest. The principal also serves on a nonprofit investment committee overseeing manager selection, and the firm recommends institutional custody that provides research and educational resources which may benefit its advisory process.

To learn more about the advisors currently working at Four Peaks Planning and Investments LLC, 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.