Peak Financial Management

10901 W 120th Ave
#135

Broomfield, CO 80021

3032552252

About Peak Financial Management

At Peak Financial, we know you want to be a faithful follower of Christ, and something you care about deeply is managing your wealth in ways that follow His teachings.

But traditional financial planning doesn't help you make decisions that reflect your Christian faith. The temptations of wealth are very real, and it's easy to lose sight of Jesus along the way. You find yourself trapped in a crossroads, torn between the ways of the world and the ways of the Kingdom of God.

We believe every Christian deserves to learn how to manage their wealth in ways that honor God. We know you take your role as a disciple of Jesus seriously. That's why Peak Financial is a place where you can talk about faith and finance at the same time.

We are your partners in biblically-based investments and financial planning. Our comprehensive services provide everything you need in one place, and our team of Christian Financial Advisors helps you navigate the world of finance and investments through a scriptural lens.

Our goal is to guide you to the true peak of financial health, a place beyond mere financial security where you strive to create a surplus of wealth you can use to serve the Kingdom of God.

As experts in Christian wealth management, we understand the unique challenges and opportunities that come with aligning your finances with your faith.

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General Information

Firm Start Year

1999

No. of Employees

2-4

CRD#

7347673

Firm CRD#

281223

Name of Custodial Firm

Fidelity Investments

Advisory Services Provided

Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Firm Information

Assets Managed by Firm

$92,000,000

Disclosures

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Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892552/financialplanners-Peak-Financial-Management-detailed-disclosure.html