A complete list of active advisors currently associated with Lone Peak Advisers

Warmer can help you find a great advisor at Lone Peak Advisers or one who fits your needs even better.

Lone Peak Advisers provides portfolio management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, and small businesses, managing roughly $125 million across about 900 client relationships. The firm typically acts on a discretionary basis and charges advisory fees calculated as a percentage of assets under management while also offering written financial plans and implementation assistance. The firm’s investment process combines fundamental analysis—drawing on Federal Reserve and macroeconomic data—with technical and statistical signals to pursue intermediate market trends (generally a multi‑month horizon). Portfolios are constructed from ETFs, mutual funds, individual equities and variable annuity sub‑accounts, and the firm may employ tactical moves including increased cash/fixed‑income allocations, leveraged holdings, or short positions when its models indicate. A notable feature is its affiliation under common ownership with a broker‑dealer (Transitional Broker, LLC) and the existence of an internal TPAM/sub‑advisor capability, relationships the brochure identifies as potential sources of conflicts that the firm supervises. Lone Peak’s advisors also engage in outside business activities (insurance sales and mortgage origination), and the firm discloses receipt of non‑cash support from product providers and use of multiple custodial platforms.

To learn more about the advisors currently working at Lone Peak Advisers, 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.

You can also browse Lone Peak Advisers's office locations.