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. As a fiduciary firm, we are legally and morally bound to act in your best interest at all times. We combine this high professional standard with a sincere commitment to the teachings of Jesus Christ. Our team meticulously reviews your insurance, investments, and estate documents to ensure no detail is overlooked. We provide a calm, supportive environment where you can discuss your legacy and your fears openly. Whether you are managing a family business or preparing for a missions trip, we provide the financial backing you need. Our nationwide clientele benefits from a team that stays current on both market shifts and biblical stewardship principles. Trust your future to advisors who value your integrity as much as your net worth.
