About Peak Financial Partners, LLC
Peak Financial Partners, LLC is an independent, Central Ohio-based registered investment advisor providing comprehensive wealth management services to individuals, couples, businesses, non-profits, entrepreneurs, corporate executives, multi-generational families and private foundations. Peak Financial Partners is committed to providing investors with unbiased services and personalized attention in a client-friendly environment.
Holistic Approach – We focus on providing comprehensive, tax-sensitive solutions that are customized to meet the unique objectives of each of our individual clients. These solutions are constructed in concert with our clients’ broad estate and tax plans.
Independence – We offer clients completely objective solutions and are under no pressure to distribute parent company products or to generate commissions that may distort our investment advice. We also do not limit our clients to only “in house” solutions. Note: In order to serve the complete portfolios of our customer base we do have commissioned products available if needed, and the payment structure of those will be described if needed.
Robust Investment Solutions – Our solutions are designed to provide each client with a well-diversified portfolio of low-correlating investment strategies to improve opportunities for return and to limit overall portfolio volatility.
Contemporary Services – We provide clients a breadth of “Family Office” services intended to simplify many aspects of our clients’ financial lives and give them more time to focus on the matters most important to them.
Ownership – We recognize the value and importance of continuity in the relationship between “advisor” and “client”. As an employee-owned firm, we offer a responsive team of stakeholders that deliver a level of accountability and trust that cannot be matched.
Delaware, Ohio Chamber of Commerce – Member