Peak Financial Management

Financial planning grounded in Biblical principles.

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Peak Financial Management Peak Financial Management
Broomfield, CO

Serving Clients Nationwide

Financial planning grounded in Biblical principles.

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Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

About Peak Financial Management

Peak Financial's Christian Financial Advisors and Certified Kingdom Advisors® (CKA®) help you navigate the complexities of finance with faith-based strategies, ensuring the flourishing of you and your loved ones.

Serving clients across the United States with personalized, values-aligned financial guidance.

Our comprehensive financial planning services help you to...

✔️ Make Faith-Forward Investments: Invest in avenues that align with biblical principles, stewarding God's resources in a way that honors Him and furthers His Kingdom.

✔️ Give Generously: Experience the joy and freedom of generous giving as you grow in your understanding of God's love for the world.

✔️ Follow God: From your first consultation to every financial decision thereafter, walk a path that is not just financially sound but also deeply rooted in scriptural wisdom.

We believe every Christian deserves to learn how to manage their wealth in ways that honor (glorify) God.

Our Mission

Command those who are rich in this present world not to be arrogant nor to put their hope in wealth, which is so uncertain, but to put their hope in God, who richly provides us with everything for our enjoyment. Command them to do good, to be rich in good deeds, and to be generous and willing to share. In this way they will lay up treasure for themselves as a firm foundation for the coming age, so that they may take hold of the life that is truly life.

- 1 Timothy 6:17-19

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Christians
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Young Families

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