Dakota
Dakota
Book a Demo
Talk to an Expert

Peak Wealth Solutions

EST. AUM
$789,182,723

CONTACTS
2

CLIENT ACCOUNTS
2,040

Firm Details

Metro area Cleveland
CRD Number 127391
Website retirepeak.com
Client types

Overview

The firm’s heritage is rooted in the successful merger of two distinguished financial advisory firms. Hill Financial Group, established in 1997 by Jim Hill, is recognized as a leading boutique retirement and financial planning firm, dedicated to assisting numerous local families in achieving retirement success. The integration of Peak Wealth Solutions with Hill Financial Group has strengthened the team and expanded their financial service capabilities. Together, they offer clients an extensive range of services and enhanced client support, all aimed at helping individuals plan for and realize their unique visions for the future through personalized financial advice and comprehensive investment solutions.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy