Solutions
Investment Management
Financial Planning
Retirement Planning
Tax Analysis and Planning
Legacy Wealth Planning
Who We Serve
Busy Professionals
Pre-Retirees
Inheritors
Navigating divorce
Business owners
Become a Client
Getting Started
Our Fees
FAQ
About
Our Story
Our Team
Our Values
Resources
The Peak Perspective
Quick Guides
Key Numbers
Contact
Client Login
Solutions
Investment Management
Financial Planning
Retirement Planning
Tax Analysis and Planning
Legacy Wealth Planning
Who We Serve
Busy Professionals
Pre-Retirees
Inheritors
Navigating divorce
Business owners
Become a Client
Getting Started
Our Fees
FAQ
About
Our Story
Our Team
Our Values
Resources
The Peak Perspective
Quick Guides
Key Numbers
Contact
Client Login
Solutions
Investment Management
Financial Planning
Retirement Planning
Tax Analysis and Planning
Legacy Wealth Planning
Who We Serve
Busy Professionals
Pre-Retirees
Inheritors
Navigating divorce
Business owners
Become a Client
Getting Started
Our Fees
FAQ
About
Our Story
Our Team
Our Values
Resources
The Peak Perspective
Quick Guides
Key Numbers
Contact
Client Login
Author: Tara Hefty CFA®, FRM®
31 Mar 2025
Blog
Comparing Fee-Only vs Fee-Based Financial Advisors
Understanding the Distinctions and Advantages of Fee-Only vs. Fee-Based Financial Advisory Practices Choosing a financial advisor is one of the most important decisions you and...
Read More
22 Apr 2021
Blog
Looking to the Past and Investing in the Future
27 years have passed since Peak opened for business in 1994. Over that time, we have worked diligently to earn our clients’ trust and make...
Read More