Peak Financial Partners, LLC

Overview

Peak Financial Partners, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm caters primarily to individual and family clients and offers a mix of services that includes financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Peak also operates as an insurance broker, and its compensation structures include a percentage of assets under management, hourly fees, and flat fees. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to third-party fund managers. Other characteristics recorded in regulatory filings indicate it is not a multi-state adviser, is not newly formed, and does not provide pension consultant services or operate as a related adviser.

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Location & Offices