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. Our holistic approach means that every part of your financial life is working in harmony. We don't just look at your investments; we look at your insurance‚ cash flow‚ and debt management through a biblical lens. Our team provides an annual review process that keeps your plan aligned with your changing life circumstances. We act as a fiduciary‚ always putting your best interests first and maintaining total transparency in our fees. By coordinating all aspects of your financial world‚ we reduce complexity and increase your overall confidence. We are committed to walking alongside you as a trusted advisor and brother or sister in Christ.