Peak Financial Advisors

Peak Financial Advisors, LLC is a Denver-based financial advisory firm established in 1997 and registered with the SEC since September 4, 2001. The firm's team includes Brian T. Sells, Managing Partner & Chief Investment Officer, and Debbie J. Freeman, Partner & Director of Financial Planning. Peak Financial Advisors offers portfolio management services involving continuous supervision and adjustment of client accounts to achieve investment goals. The firm's investment strategy focuses on a variety of vehicles, including equities, mutual funds, ETFs, bonds, and options strategies. They aim to build portfolios tailored to clients' financial objectives and risk tolerance, with discretion to adjust holdings to manage volatility within client parameters. As a fee-only firm, Peak Financial Advisors charges an annual percentage-based fee for portfolio management services, tiered based on account assets. They do not recommend margin use for leveraging assets. The firm operates under a fiduciary duty, ensuring advice is in clients' best interests. Financial planning services are also offered separately, focusing on clients' overall financial situation and long-term goals. Peak Financial Advisors does not use performance-based fees and provides investment advice to individuals, trusts, estates, and small businesses. The firm's investment strategies combine fundamental and technical analysis, aiming to build diversified portfolios aligned with client goals and risk tolerance. Clients are encouraged to review financial planning issues and account performance annually. The firm does not vote client securities and recommends Charles Schwab & Co., Inc. as a custodian.