Peak Financial Advisors
Overview
Established in 1997, Peak Financial Advisors is a financial advisory firm based in Denver, Colorado, offering investment management and financial planning services. The firm focuses on building strong relationships with clients, understanding their unique situations, and fostering mutual trust to ensure financial strategies align with individual goals. Their services include investment management, financial planning, and tax preparation, with a commitment to personalized service and maintaining a small client base to provide dedicated attention. The firm is currently accepting new clients with a minimum of $1,000,000 in investable assets. The team comprises experienced professionals, including Managing Partner and Chief Investment Officer Brian Sells, Partner and Director of Financial Planning Debbie Freeman, and Vice President of Client Service and Chief Compliance Officer Lorrie Haverley. They prioritize open and prompt communication, offering quarterly performance reports and annual meetings to review client progress and make necessary adjustments.
Investment Focus
- Minimum investable assets of $1,000,000
Reach Peak Financial Advisors directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Peak Financial Advisors
What sectors does Peak Financial Advisors invest in?
Peak Financial Advisors invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Denver, Colorado, United States. Peak Financial Advisors is listed as a other in the ConnectSafely investor database.
What stage does Peak Financial Advisors invest at?
Peak Financial Advisors backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround.
Which regions does Peak Financial Advisors invest in?
Peak Financial Advisors invests across United States.
How do I contact Peak Financial Advisors?
Peak Financial Advisors's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
