A complete list of active advisors currently associated with Peacock Financial, LLC

Warmer can help you find a great advisor at Peacock Financial, LLC or one who fits your needs even better.

Peacock Financial serves individuals, families, and small businesses with financial planning, investment research and insight, and a guided portfolio management program. While the firm offers AUM-based portfolio management similar to many peers, it currently reports no assets in its managed program. The firm emphasizes customized, goal-driven planning and a long-term, largely passive investment approach, while allowing clients to remain actively involved through its Guided Portfolio Solutions and by offering discretionary authority for managed accounts. It also provides investment research and consulting on an hourly basis and fixed-fee planning engagements, an arrangement that differs from the predominantly percentage-of-AUM fee model used by most managers in this category. A notable distinction is the principal’s ownership of a licensed life and health insurance agency affiliated with the firm; Peacock discloses this relationship, reports devoting a portion of its time to insurance activities, and acknowledges the potential conflict when recommending insurance products. The firm is recently established and small, and the principal’s nontraditional technical and business background is reflected in the combination of fee-for-service research, flat-fee planning options, and advisory offerings.

To learn more about the advisors currently working at Peacock Financial, 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.