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 wealth management to individuals, families, trusts, and estates, with a client base weighted toward higher‑net‑worth households in their prime earning years. Services include portfolio construction and management, regular account reviews, and implementation support across taxable and tax‑advantaged accounts. The firm follows an evidence‑based, asset‑class investment approach that emphasizes broad diversification through low‑cost mutual funds and ETFs, systematic rebalancing, and a long‑term horizon, and it commonly recommends funds from Dimensional and Vanguard. For its largest clients, Old Peak may also incorporate allocations to private funds such as private equity, private real estate, or private credit alongside its public‑markets strategies. Old Peak is a fee‑only fiduciary and manages the majority of client assets on a discretionary basis, typically using a single recommended custodian to streamline reporting and account servicing. The advisory team is notable for its compact size combined with multiple CFP professionals and for its formal authorization to offer Dimensional mutual funds that are available only through approved advisors.

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.