A complete list of active advisors currently associated with Peak Wealth Planning, LLC

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

Peak Wealth Planning, LLC provides annual-retainer financial planning, discretionary investment management, workplace retirement-account advice, and combined wealth-management services to individuals (including high-net-worth clients), trusts, foundations, and certain corporations. The firm manages approximately $66.1 million in discretionary assets across about 30 client relationships and also offers implementation support such as due diligence on alternative investments and employee financial-wellness presentations. The firm emphasizes asset-allocation-driven portfolios using a mix of low-cost mutual funds and ETFs, combining index and active strategies with a long-term buy-and-hold posture and periodic rebalancing; in some client situations it may recommend private funds, alternative strategies, or use of securities-backed lines of credit. Peak Wealth provides discretionary management and may recommend sub-advisers, uses custodial platforms (including a third-party advisory platform and a major institutional custodian), and discloses its use of AI tools and related risks as part of its service processes. Notably, the firm is also a licensed insurance broker/agent and discloses that insurance sales are conducted separately from its advisory fees, creating a conflict of interest that it addresses in its disclosures and client communications. With a small advisory team managing a relatively large asset base per client, the firm also highlights tailored offerings such as ESOP-focused wealth management and has documented succession and continuity arrangements.

To learn more about the advisors currently working at Peak Wealth Planning, 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.