Michael Daley, CPA, CFP®
Helping my clients make thoughtful decisions with their financial lives
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Helping my clients make thoughtful decisions with their financial lives
Areas of Focus
- Employee Stock Options
- Financial Planning
- Investment Management
- Retirement Income Planning
- Tax-Efficient Planning
About Michael Daley, CPA, CFP®
Hi, I'm Michael Daley, Founder and Financial Planner at Peakview Strategies, a fee-only financial planning and wealth management firm based in Cottleville, Missouri.I started Peakview Strategies to give my clients an opportunity to break free from traditional financial services companies and focus on real financial planning.
Too often during my time in the financial world, I saw companies that operated under old models that cared only about selling products, offered incomplete solutions and outdated technology that’s out of step with how the world works, or incentivized their employees and affiliates for things not in the client’s best interests.
It is my intention that Peakview Strategies will fix those shortcomings and bring a select group of clients a new experience unlike what they’ve read about online when working with a stereotypical financial advisor. By visiting our website, you can learn about the philosophy behind what sets us apart. We’d love the opportunity to be of service if you like what you see.
I care deeply about my clients and want to be their biggest advocates in their unique missions to make the most of their money.
I was born in the Washington, DC area before growing up in Memphis, TN. Following high school, I attended Saint Louis University and received undergraduate and graduate degrees in Accounting. After a stint in public accounting with a large multinational firm, as well as in industry at a boutique insurance carrier, I knew that I was called to use my knowledge and expertise for something more.
I took the opportunity to join a large financial services company where I learned how to translate my knowledge into advice that clients could use to grow and reinforce their financial prowess. During my time there, I built a large and diverse clientele and because of my passion for financial planning as the core of what should be offered to consumers, worked my way up to becoming Financial Planning Director. The best compliments I’ve received are those who have expressed their gratitude for guidance to results they didn’t think were possible and for encouragement to keep going to get to those destinations. Knowing there was so much more that could be done for a select set of my clients, I formed Peakview Strategies to address the unique needs of those clients.
When not working to benefit my clients or honing my craft, you’ll likely find me traveling, spending quality time with family and friends, or enjoying one of my many other hobbies. I’m an avid follower of sports, love smoking meat and tasting bourbon, drinking coffee and like the historical figure I’d love to meet (Winston Churchill), am easily satisfied with the very best. I do my best to undo all the smoked meat and bourbon by plugging in for some quality time exercising.
Our family is active is active in our parish church and school at St. Joseph in Cottleville where I am also part of the leadership team for the parish mens ministry, IGNITE. I also take great joy in coaching youth soccer and seeing other people win. I love knowing that the work I do for my clients is helping them achieve big dreams and I consider it a privilege to be part of their team of experts.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
Affiliations
-
CFP Board
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
513 John Pitman Drive, Cottleville, MO 63304, USA
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Annual Retainer
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
- Percentage of Income
What to expect in the first meeting
Click the 'Book Introductory Meeting' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Peakview Strategies
As an independent, fee-only financial planning firm based in Cottleville, Missouri, Peakview Strategies believes in blending cutting-edge technology and time-tested advice. We partner with our clients to answer life’s financial questions on the way to their most important goals. We provide fiduciary advice and clear, detailed financial plans that are as unique as their owners and never sell products.Who We Serve
We intentionally work with a select group of individuals, families, and business owners, believing that focusing on fewer clients allows us to do more thorough, personalized planning work for each one rather than spreading our attention thin across a large book of business.
Our Services
We provide comprehensive financial planning, discretionary investment management, retirement and estate planning, education funding strategies, tax preparation and tax planning, and employee benefit plan advisory services for individuals, families, and business owners.
Our Philosophy
We believe fee-only financial planning — being paid only for advice and services rather than commissions tied to products — represents where the financial services industry is headed, and we built our firm around that principle from day one, aiming to act in our clients' best interests at every step.
Education
Saint Louis University, Master's Degree, Accounting | Saint Louis University, Bachelor's Degree, Accounting
Hobbies and Interests
- Church
- Cycling
- Eating Out
- Entertaining
- Exercising
- Family
- Football
- Golf
- Grilling
- History
- Hockey
- Photography
- Running
- Soccer
- Sports
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Government Employees
- Healthcare Professionals
- High Net Worth
- Individuals
- Intergenerational Families
- Investors
- Living in Retirement
- Mid-Career Professionals
- Technology Professionals
- Travel Lovers
- Veterans
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.