Peak Financial Management

Peak Financial Management is a Christian financial advisory firm serving clients nationwide. Our team of Certified Financial Planners (CFP®) and Certified Kingdom Advisors (CKA®) combines technical excellence with genuine care—guided by biblical wisdom. We serve Christians within 10 years of retirement who want clarity about their financial future: Is my tax planning sound? Does my estate plan protect my family? Are my investments suitable for retirement? Can I give generously to the causes I care about? We also serve individuals entrusted with significant wealth ($5M+) who want to make an impact with what God has given them. Whether you're planning for retirement or seeking faith-aligned impact investing, Peak offers comprehensive guidance on retirement planning, tax strategies, estate planning, investment management, and charitable giving. We believe financial planning is complete when your questions are answered and you're confident you have the support of someone who truly cares about your future. We believe that professional advice is most effective when it is delivered with a servant's heart. Our advisors prioritize transparency in all our dealings, ensuring you understand the rationale behind every recommendation. We provide a customized approach that respects your risk tolerance and your spiritual convictions. Our team is particularly skilled in helping those with significant wealth navigate the complexities of generational transfers. We serve clients across the country, providing a stable presence in an ever-changing financial landscape. Your peace of mind is our priority, and we work tirelessly to ensure your questions are answered. Experience the difference that a faith-aligned fiduciary partner can make for your household.