PEAK FINANCIAL GUIDANCE LLC

Overview

Peak Financial Guidance LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs a fee schedule that combines a percentage-of-assets model with hourly and fixed-fee engagements, giving it flexibility to serve clients who need ongoing investment management as well as those who want project-based planning. Investment activity is heavily tilted toward liquid, exchange-traded equities and ETFs, with a deliberate preference for equity exposure across client portfolios. The firm is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser. Peak Financial Guidance maintains an affiliation with an insurance company, which informs its access to insurance-based solutions such as annuities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices