A complete list of active advisors currently associated with Peak Financial Consulting, Inc.

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

Peak Financial Consulting, Inc. provides discretionary asset management and tiered financial planning services to individual and high‑net‑worth clients. The firm manages roughly $132 million across its client base of about 371 accounts and offers ongoing portfolio management alongside structured financial planning engagements. Investment strategies are tailored to each client’s stated objectives, time horizon and risk tolerance, and may incorporate fundamental, technical, charting and cyclical analysis as well as long‑term holdings, trading and option strategies. Financial planning is offered in three levels (simple, moderate and complex) with optional annual reviews and typical plan delivery within 180 days; clients may impose written investment restrictions. Uncommonly for comparable firms, Peak regularly holds public educational seminars and workshops at no charge, providing general investment education without individualized tax or investment advice. The firm’s advisors are also affiliated with a broker‑dealer and are licensed insurance agents—spending roughly 10% of their time as registered representatives and under 5% as insurance agents—which the firm discloses as a potential conflict of interest and addresses through its policies and disclosures.

To learn more about the advisors currently working at Peak Financial Consulting, Inc., 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.