A complete list of active advisors currently associated with Peters Wealth Group

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

Peters Wealth Group serves individual clients — including high‑net‑worth individuals — and small businesses, delivering comprehensive wealth management that combines financial planning with ongoing portfolio management. The firm provides discretionary portfolio management, advice across a broad range of securities, and may recommend third‑party investment advisers as part of its service offering. Investment implementation relies on model portfolios developed by the firm’s principal or by selected third parties, with accounts monitored regularly and rebalanced as needed. The firm uses fundamental, technical, and cyclical analysis and pursues both long‑ and short‑term purchase strategies, generally operating with discretionary authority over client accounts. Several operational features distinguish the firm from many peers: it routinely offers no‑charge public educational seminars and workshops, the principal maintains a podcast/YouTube/radio presence and devotes a substantial portion of professional time to those media activities, and the firm, as a licensed insurance agency, both recommends insurance products and, for clients with at least $500,000 in assets under management, arranges and pays for third‑party tax preparation — arrangements that the firm discloses as potential conflicts of interest.

To learn more about the advisors currently working at Peters Wealth Group, 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.