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, LLC is a small independent advisory firm that serves individuals, families, and small businesses with comprehensive and focused financial planning, investment research, and portfolio management through its Guided Portfolio Solutions program. The firm operates as a solo-practitioner practice and offers one-time or ongoing engagements as well as hourly or contract research services. The firm’s investment approach is client‑tailored, emphasizing asset allocation, diversification, and a long‑term buy‑and‑hold orientation while using both passive and active vehicles as appropriate; GPS accounts may be managed on a discretionary basis with periodic reviews. Peacock commonly uses AUM-based management for portfolio services and relies on a custodial platform to execute and custody client assets, while allowing clients to impose reasonable investment restrictions and to implement planning recommendations through other providers if they choose. What is distinctive about Peacock is the principal’s concurrent role as owner of a licensed life and health insurance agency, including the occasional recommendation or sale of insurance products—a relationship the brochure discloses and limits to a small portion of the firm’s time, with mitigations for the conflict of interest. The firm’s very small client base and modest assets under management, together with the principal’s nontraditional professional background outside of finance, further differentiate Peacock from many independent peers.

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.