A complete list of active advisors currently associated with Peak Investment Coaching, LLC

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

Peak Investment Coaching serves individual clients and pension plans, delivering personalized, fee-based financial planning and portfolio management. The firm’s advisory services include retirement and estate planning, tax and cash‑flow reviews, education funding, and acting as a secondary advisor to Matson Money, Inc., which implements client accounts. The firm exclusively uses Matson Money’s portfolio offerings and implementation services and relies on Matson Money for trading discretion and custody while advising clients on objectives, model selection and ongoing monitoring. Peak Investment combines fundamental and technical analysis in its planning work and provides one‑time financial plans and a flat‑fee portfolio “MRI” analysis to tailor strategies to client goals and any client‑imposed restrictions. Distinctive features include regularly held, no‑charge public seminars and ongoing client workshops that provide investment education and briefly describe funds offered by Matson Money—an offering that is uncommon among supported peers. The firm’s ADV also reports that it had no assets under management as of December 31, 2025 and operates primarily through fee arrangements remitted by Matson Money rather than direct custodial AUM.

To learn more about the advisors currently working at Peak Investment Coaching, 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.