Financial planning grounded in Biblical principles.

Financial planning that is guided by timeless wisdom, Peak Financial is your partner in navigating the complexities of finance with wisdom and in ways that will lead to the flourishing of you and your loved ones.

Welcome

Our comprehensive financial planning services help you to...

Make Faith-Forward Investments

Invest in avenues that align with biblical principles, stewarding God's resources in a way that honors Him and furthers His Kingdom.

Give Generously

Experience the joy of impactful giving by allocating your resources in a way that serves both your community and the Kingdom of God.

Serve God Faithfully

From your first consultation to every financial decision thereafter, walk a path that is not just financially sound but also deeply rooted in scriptural wisdom.

Traditional financial planning doesn’t always help you make decisions that reflect your Christian faith.

The temptations of wealth are very real, and it’s easy to lose sight of Jesus along the way.
Missing out on the spiritual richness of aligning financial decisions with biblical wisdom.
Unable to give joyfully
Disharmony with Jesus' teaching and your faith
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We believe every Christian deserves to learn how to manage their wealth in ways that honor (glorify) God.

Why Peak Financial Management?

Guiding you to steward money in ways that honor God.

We know you take your role as a disciple of Jesus seriously. That’s why Peak Financial is a place where you can talk about faith and finance at the same time.

Guiding you to align your investments and financial planning with biblical principles.

Navigate the world of finance and investments through a scriptural lens.

Serve God faithfully every step of the way.

Glorify God in all of your financial decisions.

Schedule a Discovery Call
Our goal is to guide you beyond mere financial security where you faithfully follow Christ in how you manage your wealth and strive to be rich in good deeds and generosity.

Our Mission

Command those who are rich in this present world not to be arrogant nor to put their hope in wealth, which is so uncertain, but to put their hope in God, who richly provides us with everything for our enjoyment. 
Command them to do good, to be rich in good deeds, and to be generous and willing to share.  In this way they will lay up treasure for themselves as a firm foundation for the coming age, so that they may take hold of the life that is truly life.
1 Timothy 6:17-19

The Peak Financial Promise

Choosing a financial planner is a deeply personal decision. With the Peak Financial Promise, we're committed to earning your trust and aligning your financial planning with your faith. We serve as your trustworthy guide for biblically-based investments and financial planning.
If we aren’t the right fit for you and your needs, we recommend someone else who is.
You are never pressured to make a decision.
We make it clear how we are compensated.
We listen carefully to your needs.
We get back to you in 24hrs
We’ll ask you the hard questions.
We will challenge you to give joyfully.

Meet Your Financial Advisors

Nick Wolverton, CFP® CKA®

Financial Planner
Chanel Podell, RP®
Relationship Manager
Ty Johnson, CFP® CKA®
Financial Planner

Here’s how your journey begins.

1. Schedule a Consultation

We’ll assess your current financial situation and help you figure out if we’re the right fit for you!

2. Take Your First Steps

We’re going to work together on this! We make sure we understand your goals and then help you create a financial strategy built on biblical principles.

3. Serve Christ Faithfully

We support you year after year as you steward your wealth in alignment with your Christian faith.
Schedule a Discovery Call

Discover a financial path that aligns with your faith.

Schedule a call with our team of Christian Financial Advisors.

FAQs about working with a Chrisitian Financial Planner

What services does Peak Financial Management offer?

At Peak Financial Management, we provide comprehensive financial planning, investment management, retirement planning, debt elimination strategies, and charitable giving guidance.

Is Peak Financial Management a Certified Kingdom Advisor® (CKA®)?  

Yes, our financial planners are Certified Kingdom Advisors® (CKA®), ensuring their financial counsel aligns with biblical principles and Christian values.

How does Peak Financial Management incorporate biblical principles into financial planning?

We use scriptural wisdom to guide financial decisions, helping clients steward their resources in ways that honor God and support their faith-based goals.

How can Peak Financial Management help with Christin retirement planning?

Peak Financial flips the script on traditional retirement planning by prioritizing spiritual well-being alongside wealth. We integrate biblical principles, including cycles of work and rest, to help you avoid burnout and live a purposeful, productive life in retirement. Our guidance ensures you remain a faithful steward of God's resources, aligning your financial planning with your faith in Christ.

What if I’m not a Christian? Will Peak work with me?

Regardless of your beliefs, at Peak Financial, we are committed to excellent financial advice and genuine care. Our faith in Christ, motivates us to provide advice grounded in biblical principles, but we welcome clients from all backgrounds.
If you have any further questions, please reach out to our team.
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