Peak Financial Advisors

Peak Financial Advisors serves individuals, trusts, estates and small business clients, including both high‑net‑worth and non‑HNW individuals, and provides fee‑only portfolio management and financial planning. The firm’s brochure also discloses tax return preparation and tax planning as distinct services offered to clients separate from ongoing asset management.

Investment management is discretionary and guided by a financial‑planning‑led process that combines fundamental and technical analysis to build diversified portfolios across equities, fixed income, cash and alternative assets. The firm implements strategies ranging from aggressive growth to conservative income, may use options for hedging or income, and employs portfolio techniques such as tax‑loss harvesting to manage tax efficiency.

What is distinctive about the firm is the integration of accounting expertise into its advisory practice: advisors hold CPA credentials and the firm performs tax preparation and planning internally (tax return work is billed separately at an hourly rate unless negotiated). The advisory team also includes advanced credentials such as CFP and CDFA and provides comprehensive planning as part of certain asset‑based relationships, a combination that is less common among similarly sized supported firms.