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

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

Peterkin Financial is a solo, independent registered investment adviser that serves individuals, high-net-worth individuals, trusts, estates and small businesses with integrated financial planning and investment advisory services. The firm combines collaborative planning engagements with recommendations of unaffiliated independent managers and also provides educational programming such as keynote talks, workshops and financial boot camps. For portfolio management, the firm develops a strategy with each client, performs initial and ongoing due diligence on recommended independent managers, and maintains read-only access for oversight while clients enter into contracts directly with those managers. Fees are generally asset-based, and the firm typically provides services on a non-discretionary basis, meaning it does not have trading discretion or custody of client assets. Compared to peers, Peterkin Financial is notable for managing nearly all client assets on a non-discretionary basis and for offering public-education formats (boot camps and workshops) that are uncommon among independent RIAs. The firm’s principal holds professional designations in financial planning and life insurance, maintains an insurance practice in addition to advisory services, and generally requires a one-year planning commitment, reflecting a planning-centered, educator-oriented practice.

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