Old Peak Finance
Old Peak Finance provides tax-smart planning to tech executives with $3M+.
About Old Peak Finance
Our firm has three core beliefs
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1. Financial advisors should be independent fiduciaries, acting solely in the interests of their clients.
2. Financial advice should be comprehensive, focused not just on investing, but also on financial goal planning, estate planning, tax, and insurance.
3. The best investment products use unbiased, academic research to maximize long-term returns. We primarily use low-fee funds with proven track records.
To learn more about Dan and Old Peak Finance, please visit https://oldpeakfinance.com/.
Old Peak Finance LLC (“Old Peak”) is a registered investment adviser. Old Peak and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Old Peak maintains clients. Old Peak may only transact business in those states in which it is registered, or in which it qualifies for an exemption or exclusion from registration requirements.
As a policy, we cannot publish recommendations or endorsements from existing clients.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.