PEAK Financial Management, Inc.
SEC RegisteredGet Clarity on Your Financial Future
About the firm
Peak Financial Management is a financial planning firm whose advisors hold both the CFP® and Certified Kingdom Advisor® (CKA®) designations, combining technical financial expertise with biblical wisdom. The firm offers investment management, retirement planning, estate planning, insurance planning, and tax planning, serving clients across the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, estate planning, insurance planning, and tax planning, delivered with ongoing advice and a fiduciary, biblically-informed approach.
Who they serve
Clients within 10 years of retirement with $1 million or more in retirement savings who appreciate biblical wisdom and want clarity about their financial future; the firm works with clients of every belief.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 129 | $54M |
| High Net Worth Individuals | 25 | $55M |
| State/Municipal Entities | 1 | — |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PEAK Financial Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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