A complete list of active advisors currently associated with Peters Financial LLC

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

Peters Financial LLC serves individual investors, high‑net‑worth clients, and small‑business retirement plans, offering discretionary portfolio management, financial planning, and facilitation of estate‑planning document preparation. The firm prepares an Investment Policy Statement for each client and provides both ongoing account management and one‑time planning engagements. The firm applies a mix of fundamental, quantitative, technical and modern portfolio theory analyses and pursues a long‑term trading approach, primarily recommending mutual funds and ETFs. It uses the Smartleaf Portfolio Manager system on a discretionary basis to implement account settings while retaining responsibility for selecting target portfolios and restrictions, and it does not accept proxy‑voting authority for client securities. Peters Financial is notable for its affiliations outside of traditional investment advice: it shares ownership with a tax preparation and consulting business and with multiple insurance agencies and insurance consulting entities, and it facilitates estate plans through a third‑party online provider. Those outside business activities — including commissionable insurance sales, mortgage origination, bookkeeping and continuing‑education businesses — are disclosed in the brochure and described as potential conflicts that the firm manages and that clients are not required to use.

To learn more about the advisors currently working at Peters 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.

Name	Location	Years of experience
David Peters	Richmond, VA	10

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