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.

We also believe excellent customer service is not a thing of the past.  We develop a close relationship with our clients because of our accessibility & personal attention.  Your priorities become our priorities; your concerns become our concerns.  We pride ourselves on a quick turnaround to your requests & we are flexible with our meeting schedules.  We want to build a long-term, personal relationship with you.

Our services are tailored toward your unique situation.  We are committed to providing unbiased, realistic solutions to your financial challenges.  We offer objective guidance with the personal attention only an independent, locally owned company can provide.  Every decision we make is based on your best interests, without regard to compensation.

Because of our dedication to our 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 $100,000.