Get Clarity on Your Financial Future
As CFP® and Certified Kingdom Advisors® financial planners, we help you make confident financial decisions aligned with biblical wisdom.
Serving clients across the United States.
Welcome to Peak Financial Management
Where technical excellence meets genuine care, guided by biblical wisdom.
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Your Financial Questions, Answered.
You are within 10 years of retirement.
You have $1 million (or more) in retirement savings
You appreciate timeless biblical wisdom
You want clarity about your financial future
But you still have questions...
"Will I be able to retire?"
"Will I have enough money to last a lifetime?"
"Is my tax planning sound?"
"Does my estate plan protect my loved ones and legacy?"
"Will I be able to support the charities and causes I care most about?"
"Am I saving enough to retire? How do I know when I am ready?"
"Are my investment suitable for retirement?"
"How do I create reliable income while staying faithful to biblical principles?"
"Can I protect what God has entrusted to me in uncertain markets?"
"Will I be able to retire?"
"Will I have enough money to last a lifetime?"
"Is my tax planning sound?"
"Does my estate plan protect my loved ones and legacy?"
You're not alone. We help clients like you find confidence in their retirement plans through technical expertise and biblical wisdom.
What You Gain With Peak.
At Peak, we combine deep financial expertise with geniune care to help you achieve clarity and confidence in your financial future. Our approach is rooted in the belief that every client deserves to be treated with the utmost care, a principle that is central to our faith.
As a client of Peak Financial Management, you can expect...
As a client of Peak Financial Management, you can expect...
Clear Answers
Strong financial plans come from simple, elegant strategies that cut through complexity and help you make confident decisions about your future.
Real Care
Our partnership with you goes deeper than numbers. We walk alongside you, working to understand your hopes, fears, and the values driving your decisions.
Ongoing Advice
We believe the best financial decisions emerge when you truly feel informed, empowered, and part of the ongoing process of protecting your future.
The Peak Financial Promise
Choosing a Christian financial advisor is a deeply personal decision. We're committed to earning your trust.
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.
What Is a Christian Financial Advisor?
A Christian financial advisor is a financial planner whose work is shaped by biblical wisdom. The credentials, fiduciary duty, and technical excellence stand on the same ground as any top-tier wealth manager.
At Peak Financial Management, all our advisors hold both the Certified Financial Planner™ (CFP®) and Certified Kingdom Advisor® (CKA®) designations. The CFP® establishes the technical bar. The CKA® shapes how we guide you through the questions that go deeper than spreadsheets: generosity, legacy, calling, and what your wealth is for.
We work with clients of every belief. Our faith doesn't decide who we serve. It decides how deeply we care for everyone we work with. If you're within 10 years of retirement with significant savings and you want clarity on the road ahead, we'd love to start a conversation.
At Peak Financial Management, all our advisors hold both the Certified Financial Planner™ (CFP®) and Certified Kingdom Advisor® (CKA®) designations. The CFP® establishes the technical bar. The CKA® shapes how we guide you through the questions that go deeper than spreadsheets: generosity, legacy, calling, and what your wealth is for.
We work with clients of every belief. Our faith doesn't decide who we serve. It decides how deeply we care for everyone we work with. If you're within 10 years of retirement with significant savings and you want clarity on the road ahead, we'd love to start a conversation.
Meet Your Advisors
Nick Wolverton, CFP® CKA®
Financial Planner
Financial Planner
Chanel Podell
Relationship Manager
Relationship Manager
Ty Johnson, CFP® CKA®
Financial Planner
Financial Planner
Interested in working together?
Step 1
25-Minute Introduction
Let's start with a brief 25-minute conversation to understand your situation and determine if we might be a good fit for your needs.
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Step 2
Financial Assessment
Over two meetings, we'll dive deep into understanding your unique situation, values, and goals through a biblical lens, helping you gain clarity on your financial future.
Step 3
Ongoing Guidance
After our meetings, you'll have time to consider if we're the right fit - no pressure. If you choose to work with us, we'll implement your strategy and provide ongoing guidance for your journey ahead.
Schedule a Meeting
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.
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
Ready for Your Next Chapter?
If you are planning to retire within 10 years, have savings and investments that range from $1 to $5 million, and appreciate the timeless biblical wisdom that forms the foundation of our advice, learn how Peak Financial can help.
Schedule a 25-Minute Meeting
About Peak
At Peak Financial, as Christian financial advisors, we combine deep financial expertise with genuine care to help you build confidence about your future.
While growing wealth is important, we believe true financial success comes from having clarity about your goals and a trusted partner to help you achieve them.
Our approach is built on three core commitments:
Technical Excellence
As CFP® professionals, we provide sophisticated financial solutions made elegantly simple. Our comprehensive services cover everything you need in one place.
Genuine Care
We believe financial planning is about more than numbers – it's about understanding your hopes, fears, and the values that drive your decisions. Our team walks alongside you every step of the way.
Authentic Values
Our faith drives us to serve with integrity and put your needs first. As fiduciaries, we're legally bound to act in your best interest. As Christians, we're called to an even higher standard of care and stewardship.
Our goal is to guide you to true financial health – a place where you have both the clarity to make confident decisions and the freedom to use your resources in ways that align with your values.
While growing wealth is important, we believe true financial success comes from having clarity about your goals and a trusted partner to help you achieve them.
Our approach is built on three core commitments:
Technical Excellence
As CFP® professionals, we provide sophisticated financial solutions made elegantly simple. Our comprehensive services cover everything you need in one place.
Genuine Care
We believe financial planning is about more than numbers – it's about understanding your hopes, fears, and the values that drive your decisions. Our team walks alongside you every step of the way.
Authentic Values
Our faith drives us to serve with integrity and put your needs first. As fiduciaries, we're legally bound to act in your best interest. As Christians, we're called to an even higher standard of care and stewardship.
Our goal is to guide you to true financial health – a place where you have both the clarity to make confident decisions and the freedom to use your resources in ways that align with your values.
Learn more
FAQs about working with a Christian 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 Christian 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.
What's the difference between a Christian Financial Advisor and a traditional financial advisor?
A Christian Financial Advisor bases their advice on biblical principles and considers both your spiritual and financial goals. They encourage God-honoring stewardship and may avoid certain investments based on faith values. Many Christian advisors are certified as Kingdom Advisors (CKA®), indicating specialized training in applying biblical wisdom to financial decisions. Their approach integrates faith into financial planning, helping you manage money in a way that aligns with your Christian values.
In contrast, a traditional financial advisor typically focuses primarily on financial metrics and may not consider spiritual aspects in their planning. They generally don't incorporate faith into their advice or factor biblical principles into investment choices. However, both types of advisors should be qualified (e.g., CFP®) and act in your best interest. The main difference lies in the Christian advisor's commitment to viewing finances through a biblical lens, which can lead to different perspectives on spending, saving, investing, and giving.
In contrast, a traditional financial advisor typically focuses primarily on financial metrics and may not consider spiritual aspects in their planning. They generally don't incorporate faith into their advice or factor biblical principles into investment choices. However, both types of advisors should be qualified (e.g., CFP®) and act in your best interest. The main difference lies in the Christian advisor's commitment to viewing finances through a biblical lens, which can lead to different perspectives on spending, saving, investing, and giving.
What is a Christian financial advisor?
A Christian financial advisor is a financial planner whose technical work — investment management, retirement planning, tax strategy, estate planning — is shaped by biblical wisdom. At Peak Financial Management, our advisors hold both the CFP® and Certified Kingdom Advisor® (CKA®) designations, combining the technical bar of mainstream financial planning with biblical principles around stewardship, generosity, and legacy. We serve clients of all beliefs.
In contrast, a traditional financial advisor typically focuses primarily on financial metrics and may not consider spiritual aspects in their planning. They generally don't incorporate faith into their advice or factor biblical principles into investment choices. However, both types of advisors should be qualified (e.g., CFP®) and act in your best interest. The main difference lies in the Christian advisor's commitment to viewing finances through a biblical lens, which can lead to different perspectives on spending, saving, investing, and giving.
In contrast, a traditional financial advisor typically focuses primarily on financial metrics and may not consider spiritual aspects in their planning. They generally don't incorporate faith into their advice or factor biblical principles into investment choices. However, both types of advisors should be qualified (e.g., CFP®) and act in your best interest. The main difference lies in the Christian advisor's commitment to viewing finances through a biblical lens, which can lead to different perspectives on spending, saving, investing, and giving.
How do I choose a Christian financial advisor?
Look for three things: (1) Technical credentials — at minimum a CFP®, which is the gold standard for comprehensive financial planning. (2) Faith credentials — the Certified Kingdom Advisor® (CKA®) designation, which requires both a financial credential and biblical training. (3) Fiduciary duty — confirm the advisor is legally bound to act in your interest, not on commission. Peak's advisors hold all three. We also welcome conversations with anyone evaluating us against another firm — including referrals to advisors better suited to your situation.
What's the difference between a CFP and a CKA?
The CFP® (Certified Financial Planner) is the recognized credential for comprehensive financial planning — covering investments, taxes, retirement, estate, and insurance. The CKA® (Certified Kingdom Advisor) is an additional designation requiring biblical training in stewardship and generosity. CFP® is necessary for technical excellence. CKA® shapes how an advisor thinks about wealth, calling, and purpose. We hold both because we believe financial planning is technical and deeply personal.
If you have any further questions, please reach out to our team.
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