Peak Wealth Advisors is a fee-only Registered Investment Advisor (RIA) based in San Luis Obispo, CA. With over 43 years of combined experience, their team of CERTIFIED FINANCIAL PLANNER professionals offers comprehensive financial planning and asset management services for individuals, families, and businesses, specializing in corporate retirement plans and business exit planning services.
As an independent and fiduciary advisor, Peak Wealth Advisors provides unbiased investment advice and financial planning services, free from any conflicts of interest. They pride themselves on personalized service, industry-leading tools, and unlimited financial solutions, aiming to create financial stability and security for their clients.
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