Peak Financial Advisors

We are not your traditional investment management firm. We are Certified Public Accountants and Certified Financial Planners that love our work so much; we have been doing it for over twenty years. We work with a limited number of individuals and families so we can build a genuine relationship with you.

Our goal is to bring organization and clarity to your financial life. We listen, educate and pay attention to your finances. You can relax knowing we have your back. Life is short and it is all about the balance between instant gratification and long-term independence. We don't want you to outlive your money.