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

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

Peak Financial Partners is a small, state-registered independent investment adviser managing roughly $15.6 million for about 47 clients. The firm provides portfolio management for individuals, companies and trusts and offers comprehensive financial planning and wealth management services alongside an affiliated insurance agency that sells life, health, long‑term care, property & casualty products and annuities. The firm generally manages accounts on a discretionary basis and builds customized plans based on each client’s risk tolerance and financial information, using both fundamental and technical analysis. Implementation emphasizes low‑cost vehicles, laddered FDIC‑insured certificates of deposit and Treasuries (maturities generally not longer than five years), diversified mutual funds and equities, the occasional use of options for hedging, and at least annual rebalancing with a long‑term orientation. Notable distinctions include the combination of advisory services with an operating insurance brokerage that receives commissions on policy sales and the practice of serving institutional clients (companies and trusts) as well as individuals, a less common mix for a solo independent adviser. The firm’s principal holds multiple industry credentials (including a Chartered Financial Consultant designation and an executive MBA), and client accounts are custodied and traded through platforms such as Altruist and Interactive Brokers.

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