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.
See Disclosures
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
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
Assets Managed by Firm
$92,000,000
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892552/financialplanners-Peak-Financial-Management-detailed-disclosure.html