Peters Financial LLC

Overview

Peters Financial LLC is a small, independent registered investment adviser focused on individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it also advises on selecting other advisers when a client’s needs fall outside its team’s scope. Fee arrangements are flexible — a mix of percentage-of-AUM billing, hourly charges and fixed fees — which suits clients with varying engagement types and complexity. Investment activity centers on pooled public vehicles rather than direct-stock concentration. The adviser is not an active ESG investor and operates as a single-state, domestic entity. Given its classification as a capital allocator and its stated advisory services, Peters Financial typically builds diversified client portfolios using mutual funds and annuities as the backbone, supplementing allocations with private placements and real estate when appropriate for a client’s risk profile and liquidity tolerance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices