Peak Financial Advisors

Peak Financial Advisors serves individuals, trusts, estates and small business clients, including high-net-worth households, by providing discretionary portfolio management, ongoing financial planning and in-house tax return preparation and planning. The firm operates on a fee‑only basis and does not sell commissioned products.

Investment advice is delivered through a financial‑planning‑led process that combines fundamental and technical analysis and macroeconomic assessment to build diversified portfolios across equities, fixed income and alternative strategies; the firm uses discretionary trading, options for hedging or income, and tax‑aware techniques such as tax‑loss harvesting to manage volatility. Clients work one‑on‑one with the advisory team through interviews and questionnaires to set objectives and may impose account restrictions; the firm acknowledges its fiduciary duty in its advice.

Notable distinctions include an in‑house accounting capability: multiple senior advisors hold CPA credentials and the firm provides tax preparation and integrated tax planning alongside its investment management rather than outsourcing those services. The firm also manages a relatively large asset base with a compact two‑advisor team and maintains formal professional standards (Series 65 and advanced credentials) for its advisory staff, which is less common among peers.