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Our Firm

Peak Financial Advisors, a full-service advisory firm in Denver, Colorado, has been serving the needs of our clients since 1997.

Our firm was built on the belief that it takes a dedicated team of professionals to understand your unique financial situation.  As Certified Financial Planners® & Certified Public Accountants, we have a broad knowledge base to fully understand the many dimensions of your financial picture.  We examine all of those dimensions & incorporate them into a comprehensive plan that will help you reach your Peak.

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Why Choose Us?

How are Registered Investment Advisors different from Stockbrokers?

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INVESTMENT MANAGEMENT MINIMUM:

Because of our dedication to clients, we limit our practice to a small number of individuals and families.  We are currently accepting new investment management clients with a minimum of $250,000.  

 

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