# Peak Financial Management

> Peak Financial Management is a Christian financial advisory firm based in Broomfield, Colorado, serving clients nationwide. The firm helps people within 10 years of retirement manage $1-5 million in savings through financial planning grounded in biblical principles. All advisors hold CFP (Certified Financial Planner) and CKA (Certified Kingdom Advisor) designations.

The firm is rooted in Christian faith but works with clients of all beliefs. Their approach covers retirement planning, investment management, tax strategy, estate planning, insurance, charitable giving, and debt elimination — all viewed through a biblical lens.

Seven principles guide the firm: God owns everything (clients are stewards), live within your means, avoid debt, resist consumerism, give joyfully, plan long-term, and be cautious with wealth.

The Peak Financial Promise: they will refer you elsewhere if they are not the right fit, never pressure you, disclose exactly how they are compensated, respond within 24 hours, and ask hard questions when needed.

## Team

- [Nick Wolverton](https://www.peakfinancialmanagement.com/about): Financial Planner, CFP, CKA — specializes in pre-retirees, young business owners, and wealth inheritors
- [Ty Johnson](https://www.peakfinancialmanagement.com/about): Financial Planner, CFP, CKA — serves families seeking biblically-aligned financial management, based in Castle Rock, Colorado
- [Chanel Podell](https://www.peakfinancialmanagement.com/about): Relationship Manager, RP — 20+ years with the firm, expertise in estate planning and client relations

## Core Pages

- [Home](https://www.peakfinancialmanagement.com/): Overview of services, team, process, and how to schedule a consultation
- [Financial Services](https://www.peakfinancialmanagement.com/financial-services): Overview of comprehensive planning and impact wealth management
- [Our Process](https://www.peakfinancialmanagement.com/our-process): Five-step framework — Discovery, Analysis, Strategy, Implementation, Ongoing Support
- [Who We Serve](https://www.peakfinancialmanagement.com/who-we-serve): Primarily Christian investors, but open to anyone who values honest, principle-based financial advice
- [About](https://www.peakfinancialmanagement.com/about): Mission, biblical principles, team bios, and the Peak Financial Promise
- [Request Consultation](https://www.peakfinancialmanagement.com/request-consultation): Schedule a free 25-minute introduction meeting

## Services

- [Comprehensive Financial Planning](https://www.peakfinancialmanagement.com/financial-services): Covers retirement, estate, insurance, and tax planning — each decision evaluated against the client's financial goals and biblical values
- [Impact Wealth Management](https://www.peakfinancialmanagement.com/financial-services): Portfolio management that screens investments for alignment with client values, engages with companies on ethical practices, and actively rebalances
- [Personal Charitable Giving Plan](https://www.peakfinancialmanagement.com/financial-services): Helps clients structure donations to maximize tax benefits and direct giving toward causes they care about
- [Purposeful Financial Decision-Making](https://www.peakfinancialmanagement.com/financial-services): Coaching on spending decisions — understanding long-term trade-offs and aligning daily choices with bigger goals

## Blog

- [What is a Certified Kingdom Advisor and Why Does It Matter?](https://www.peakfinancialmanagement.com/post/certified-kingdom-advisor-christian-investors): Explaining the CKA designation for Christian investors
- [Faith-Based Investing: A Complete Guide for Christians](https://www.peakfinancialmanagement.com/post/faith-based-investing-a-complete-guide-for-christians): Comprehensive guide to biblically-aligned investing
- [Biblical Principles for Retirement Savings](https://www.peakfinancialmanagement.com/post/biblical-principles-for-retirement-savings-how-much-is-enough): How much is enough from a biblical perspective
- [Essential Questions for a CKA When Planning Retirement](https://www.peakfinancialmanagement.com/post/questions-ask-certified-kingdom-advisor-retirement): Key questions to ask a Kingdom Advisor about retirement
- [Making the Most of Your Final Decade Before Retirement](https://www.peakfinancialmanagement.com/post/making-the-most-of-your-final-decade-before-retirement): Strategies for the 10 years leading up to retirement
- [What Does the Bible Say About Finances?](https://www.peakfinancialmanagement.com/post/what-does-the-bible-say-about-finances-scriptural-verses-on-finance): Scriptural verses on finance and stewardship
- [Christian vs. Traditional Financial Planning](https://www.peakfinancialmanagement.com/post/christian-financial-planning-vs-traditional-financial-planning): Understanding the key differences
- [Beyond Tithing: Generous Living in All Aspects of Finance](https://www.peakfinancialmanagement.com/post/beyond-tithing-christian-financial-advisors-on-generous-living-in-all-aspects-of-finance): Christian financial advisors on generosity beyond the tithe
- [How to Set God-Honoring Financial Goals](https://www.peakfinancialmanagement.com/post/how-to-set-financial-goals-god-honoring-financial-planning): Goal-setting through a biblical lens
- [Biblical Principles for Effective Christian Financial Planning](https://www.peakfinancialmanagement.com/post/biblical-principles-for-effective-christian-financial-planning): Foundational principles for faith-based financial planning

## Contact

- Email: info@peakfinancialmanagement.com
- Phone: 303.255.2252
- Address: 10901 W. 120th Ave #135, Broomfield, CO 80020
- [Schedule a Meeting](https://www.peakfinancialmanagement.com/request-consultation): Free 25-minute introduction call

## Optional

- [Department of Labor Fiduciary Rule](https://www.peakfinancialmanagement.com/post/department-of-labor-fiduciary-rule): Analysis of the DOL fiduciary rule
- [Why You Shouldn't Add Your Child to Your Bank Account](https://www.peakfinancialmanagement.com/post/why-you-shouldnt-add-your-child-to-your-bank-account): Estate planning considerations for parents
- [How Should I Talk to My Kids About an Inheritance?](https://www.peakfinancialmanagement.com/post/how-should-i-talk-to-my-kids-about-an-inheritance): Guidance on inheritance conversations
- [Spenders or Savers: Who's Right?](https://www.peakfinancialmanagement.com/post/spenders-or-savers-whos-right): Balancing spending and saving perspectives
- [Reflections on Net Worth](https://www.peakfinancialmanagement.com/post/reflections-on-net-worth): Biblical perspective on measuring wealth
- [How to Choose a Financial Advisor](https://www.peakfinancialmanagement.com/post/how-to-choose-a-financial-advisor): Guide to selecting the right advisor
- [Blog](https://www.peakfinancialmanagement.com/blog): All articles on faith-based financial planning