PEACELINK FINANCIAL PLANNING

Overview

Peacelink Financial Planning is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm focuses on direct work with individuals and families, combining financial planning and portfolio management for individuals and small businesses. Its service mix includes hourly and fixed-fee planning engagements alongside percentage-of-AUM asset management, and the adviser also makes use of other advisers when selecting third‑party managers. Investment activity centers on model portfolios built largely from public mutual funds and other pooled public vehicles, with a material allocation to third‑party real estate managers. The firm lists pension consulting services among its advisory capabilities, and it maintains an industry affiliation with an accountant to support tax and reporting considerations. Peacelink is not identified as an active ESG investor and does not operate as a multi‑state adviser.

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Public Holdings

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Location & Offices