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 fee-only, fiduciary wealth management and comprehensive financial planning to individuals, families, trusts, and estates, with many clients in their prime earning years and a significant portion holding multi‑million dollar portfolios. Services include ongoing portfolio management (generally discretionary), implementation support, and periodic reviews and plan updates. The firm follows an evidence-based, asset‑class investment approach that emphasizes broad diversification across mutual funds and ETFs, long-term discipline, and low costs, and it generally does not pursue stock‑picking or market‑timing. Portfolios are typically constructed using fund managers that rely on academic research and low-fee strategies, and may include private fund allocations for the firm’s highest‑net‑worth clients. Noteworthy operational features include firm-level authorization to offer certain advisor‑only mutual funds not available directly to individual investors, and a practice of maintaining client custody with a recommended custodian for consolidated reporting and fee administration. The advisory team is composed entirely of CFP® professionals and manages a relatively large asset base for a modest client count, which reflects a focus on higher-net-worth relationships and personalized, team-delivered service.
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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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