About Us

 

  • Privately Owned
  • Est. 1997  Denver, Colorado
  • Fee-Only
  • Managing accounts above $100,000
  • Registered Investment Advisor 

 

Consider our services if:                           

You want someone you can trust. 95% of our business comes from referrals and we invest our own capital along side yours.

You want someone who will act in your best interests 100% of the time.  We put our clients’ interests first; this is not a requirement for many Wall Street firms.
 
You would like more personal attention.  We have a limited number of client relationships.  We are very accessible and return phone calls promptly.
 
You would benefit by working with someone who understands your entire financial picture and is experienced in all facets of personal finance, from taxes to education planning for your children.
 
 You prefer to focus your time and attention on your family, career or other interests; while we focus our time on your investments and personal finances.
 
You would prefer a trusted fee-based advisor to a commissioned broker. We don’t sell any products, period.
 
An investment portfolio that you can not outlive is one of your goals.  One of our jobs is to make sure there is no realistic possibility of you ever running out of money.
 
It is important to work with someone who cares as much about your personal and financial success as you do.
 

 
©2010 Peak Financial Advisors, LLC. All rights reserved.