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. Investing with a conscience is a powerful way to put your faith into action every day. We provide socially responsible investment options that exclude industries that are contrary to your Christian beliefs. Our team monitors your portfolio to ensure it remains aligned with both your financial targets and your ethical standards. We offer specialized advice for clients managing over $5M, focusing on both growth and kingdom impact. Our nationwide reach allows us to serve believers in all walks of life with consistent excellence. We believe that your investments should reflect your values as much as your goals. Partner with a firm that understands the importance of being a light in the world through your financial choices.