Comprehensive Christian Wealth Management Services
Comprehensive wealth management that aligns your wealth with your biblical wisdom and prepares you for the future
Explore Services
Where technical excellence meets genuine care, guided by biblical wisdom.
At Peak Financial Management, we provide comprehensive financial planning and wealth management services guided by both technical excellence and genuine care for your future. Our approach combines sophisticated strategies with elegant simplicity to help you move from financial uncertainty to confidence and peace of mind.
Investment Management
Invest in ways that reflect your values and promote human flourishing, using a hands-on approach that aligns with biblical principles and engages with companies to make a positive difference.
Retirement Planning
Move from saving to spending with confidence. You'll address both financial concerns and deeper questions about purpose in retirement, ensuring your later years are fulfilling and secure.
Tax Planning
Keep more of what you earn through legal, ethical strategies that integrate with your financial goals. You'll reduce your tax burden while being a good steward of what God has entrusted to you.
Estate Planning
Create a meaningful legacy that protects your loved ones and reflects your values. Your estate plan will transfer wealth according to your wishes while potentially reducing taxes and supporting causes you care about.
Insurance Planning
Protect what matters most with the right coverage—no more, no less. Your insurance creates a strong foundation for your financial wellbeing and prepares you for life's uncertaintie
Client Stories
Robert and Margaret want to retire in 7 years, but first need clarity on whether their savings will support their vision for the future and reflect their values.
The Pre-Retirement Couple
,
St. Louis, MO
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Sofia would like to own a home, but doesn’t know how much she can afford or if it even makes sense to buy something right now.
The Young Professional
,
Dallas/Fort Worth, TX
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Jayden and Tonya believe that they are “called to create” by God. They love seeing opportunities to add value in their community and organize the resources and people necessary to make an idea a reality.
The Serial Entrepreneur
,
Austin, TX
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As young parents, Daniel and Avery feel torn between several different financial priorities and are constantly faced with financial decisions. Should they prioritize saving for college or investing for retirement?
The Young Family
,
Portland, OR
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To craft a retirement plan that blends comfort with active Christian stewardship, enabling them to engage in meaningful Kingdom work.
The Business Owner
,
Colorado Springs, CO
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About 4 years later, they found out they were pregnant with their first child. Soon after that, Alexis’ grandfather passed away and they found out he left them a portion of his estate, currently worth $4 million.
Sudden Wealth
,
Atlanta, GA
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David and Sarah have 4 kids, ages 15, 12, 10, and 7. Sarah is a stay-at-home mom and David is the CEO of a healthcare company.
The Executive
,
Orange County, CA
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Jack and Linda reached out to Peak Financial Management looking for help planning for retirement.
The Retiree
,
Scottsdale, AZ
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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
