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Peak Financial Planning

EST. AUM
$93,000,000

CONTACTS

CLIENT ACCOUNTS
300

Firm Details

Metro area Los Angeles
CRD Number 317288
Website thepeakfp.com
Client types

Overview

The Peak Financial Planning, LLC is a U.S.-based registered investment advisor providing comprehensive financial planning and wealth management services. The firm primarily serves individuals and families, offering customized strategies aligned with long-term financial goals. Its services include retirement planning, tax planning, and portfolio management. The Peak Financial Planning builds diversified portfolios using public market securities and third-party investment solutions. The firm operates under a fiduciary model, prioritizing client interests and transparent advice. It focuses on holistic planning rather than product-driven investment management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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