A complete list of active advisors currently associated with Peak Investments
Warmer can help you find a great advisor at Peak Investments or one who fits your needs even better.
The firm is a small, independent advisory sole proprietorship that provides personalized investment management and financial planning to individuals, small businesses, and sponsors of qualified retirement and profit-sharing plans. Its services include discretionary portfolio management, retirement and legacy planning, cash‑flow and tax considerations, insurance review, and participant education and support for employer‑sponsored plans. Investment programs are implemented primarily on a discretionary basis and guided by clients’ documented objectives and risk tolerances, with fundamental analysis informing security selection and periodic account reviews and reporting through third‑party custodians. The firm also places some clients with third‑party money managers and serves as the ongoing liaison and reviewer for those relationships. Noteworthy features for a firm of this size include an active role in plan‑sponsor consulting for qualified retirement plans and an affiliated insurance practice that consumes roughly ten percent of the advisor’s time and may result in commission‑based insurance recommendations; these relationships are disclosed as potential conflicts of interest. The firm also discloses referral and incentive arrangements with third‑party managers as part of its service model, combining boutique, plan‑level consulting with outsourced portfolio management.
To learn more about the advisors currently working at Peak Investments, 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.
Name |
Location |
Years of experience |
|---|---|---|
Oak Harbor, WA
| 7
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)