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. No matter where you live in the United States, our virtual advisory platform brings expert Christian guidance to your home. We use secure technology to provide high-touch service and real-time collaboration on your financial plan. Our nationwide reach allows us to stay abreast of diverse state-specific tax and estate laws. We offer webinars and educational content designed specifically for the Christian community's financial needs. You get the benefits of a large, specialized firm with the personalized attention of a boutique practice. Join a community of believers across the country who are finding financial peace through Peak.
