A complete list of active advisors currently associated with Old Peak Finance

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

Old Peak Finance provides comprehensive financial planning and ongoing fee-only wealth management to individuals, families, trusts and estates, with a primary emphasis on higher-net-worth clients—many in their prime earning years and typically holding investable assets above $2 million. Services include portfolio management on a discretionary basis, financial plan development and implementation, and regular (typically quarterly) portfolio reviews. The firm follows an evidence-based, asset-class investment approach, building broadly diversified portfolios using mutual funds and ETFs and emphasizing low-cost, research-driven strategies. Old Peak is authorized to offer Dimensional Fund Advisors’ mutual funds and commonly uses Dimensional or Vanguard funds; for its largest clients it may also allocate a portion of portfolios to private equity, private real estate or other private funds. Old Peak is a fee-only adviser that generally requires clients to custody assets at Charles Schwab and arranges for quarterly fee deduction, a practice that results in custodial access to most accounts; as of December 31, 2025 it reported about $714 million in assets under management across 174 clients and eight advisors, with the majority of assets managed on a discretionary basis. All advisors hold CFP® credentials, and the firm is in the process of shifting legacy practices—such as historically voting proxies for some clients—toward a model where clients receive and vote their own proxies.

To learn more about the advisors currently working at Old Peak Finance, 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.