Nick Wolverton, CFP®, CKA®

Financial planning grounded in Biblical principles.

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Peak Financial Management Nick Wolverton, CFP®, CKA®
Broomfield, CO

Serving Clients Nationwide

Financial planning grounded in Biblical principles.

Areas of Focus

  • Biblical Finance
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Nick Wolverton's experiences equip him to work particularly well with three different groups. In each case, his natural inclinations toward simplicity, collaboration, and deep relational connection offer unique benefits.

The first are those nearing retirement. The common narrative is that this should be the crowning moment of a person's career. What this misses is the fact that many people are financially prepared but very few have considered just how deeply most people's sense of purpose is connected to working. God has given everyone a purpose and as it changes with the seasons it helps to have someone who has walked with others through those changes. Additionally, there are a lot of technical choices to be made at this junction and Nick knows how to simplify and streamline those decisions.

Another group Nick has deep experience working with is young business owners. He comes to this through his own experiences owning a business as well as those of his clients. Invariably, owning a business adds complexity to a person's life, and the cultural narrative is that you have to hustle more and more if you're going to be successful. However, in Nick's experience, the only way to truly find the kind of success that is lasting is to decide "how much is enough", otherwise the goal line will never stop moving. In his experience, there will never be a shortage of ways to spend money and it's only when you decide what will be enough and begin seeing God as the owner that you can experience lasting contentment.

Nick also finds the opportunity to serve young inheritors of wealth particularly meaningful. The psychological and emotional effects of money are often underrated. As an heir, your relation to a family member or friend can dramatically change how you handle what has been given to you. For some it is like finding money on the ground and having the irresistible urge to spend it. For others, it can be loaded with fears of squandering what a previous generation built. No matter your scenario, the numbers are almost away secondary and you deserve an advisor who knows how to focus on what really matters.

Nick is also a Certified Kingdom Advisor ® (CKA®), ensuring his financial counsel aligns with biblical principles and Christian values.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Kingdom Advisor (CKA)

Affiliations

  • Kingdom Advisors

Primary Location

10901 W 120th Ave Ste 135, Broomfield, CO 80020

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call. 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.

About our Firm

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

Education

Western Michigan University, Bachelor of Arts, Spanish, Communications, Non-profit Leadership

Hobbies and Interests

  • Church
  • Family

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

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.