At Peak Financial, we know you want to be a faithful follower of Christ, and something you care about deeply is managing your wealth in ways that follow His teachings.
But traditional financial planning doesn't help you make decisions that reflect your Christian faith. The temptations of wealth are very real, and it's easy to lose sight of Jesus along the way. You find yourself trapped in a crossroads, torn between the ways of the world and the ways of the Kingdom of God.
We believe every Christian deserves to learn how to manage their wealth in ways that honor God. We know you take your role as a disciple of Jesus seriously. That's why Peak Financial is a place where you can talk about faith and finance at the same time.
We are your partners in biblically-based investments and financial planning. Our comprehensive services provide everything you need in one place, and our team of Christian Financial Advisors helps you navigate the world of finance and investments through a scriptural lens.
Our goal is to guide you to the true peak of financial health, a place beyond mere financial security where you strive to create a surplus of wealth you can use to serve the Kingdom of God.
As experts in Christian wealth management, we understand the unique challenges and opportunities that come with aligning your finances with your faith.
Nick Wolverton
CFP®, CKA®
Nick'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. 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.
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. No matter your scenario, the numbers are almost always 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.
Ty Johnson
CFP®, CKA®
Ty loves helping clients live out biblical financial wisdom and is passionate about using investing to represent Jesus in the marketplace. Ty serves a wide range of clientele but especially enjoys working with young families, couples, and individuals who want to manage their money in alignment with God's word. Before becoming a financial planner, Ty attended Colorado Christian University (Sko Cougs!) where he earned his bachelor's degree in business administration and met his wife, Jesse.
Now, they and their two boys live in Castle Rock, CO. Ty enjoys being outdoors, hunting, archery, reading, and writing. But, most of the time, you can find him spending time with his family.
Ty is also a Certified Kingdom Advisor® (CKA®), ensuring his financial counsel aligns with biblical principles and Christian values. Serving the Denver area, he brings a unique blend of professional expertise and faith-based guidance to his clients.
General Information |
| Firm Start Year: | 1999 | |
| No. of Employees: | 2-4 | |
| Name of Custodial Firm: | Fidelity Investments |
| Advisory Services Provided: | Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Insurance Products & Annuities |
Services |
| Can meet clients in the following ways: | Email, Phone, Our Offices, Video Conference |
Firm Information |
| Assets Managed by Firm: | ~$93,000,000 |
Financial Services |
| Financial Planning for Businesses
Simplify your situation and build a legacy through your business that honors God and serves your community, all while achieving financial success. |
| Financial Planning for Individuals
Combining technical financial expertise with biblical principles to help you make wise financial decisions, prepare confidently for the future, and give joyfully. |
| Financial Advice & Consulting
Peak Financial Management is a team of Christian Financial Advisors and Certified Kingdom Advisors® (CKA®) that help you go beyond traditional financial planning. Our approach integrates biblical wisdom with technical expertise to help you steward your resources faithfully. |
| Portfolio Management
Navigate the investment landscape with confidence, knowing your portfolio not only aims for growth but is also rooted in biblical stewardship. |
| Retirement Planning
At Peak Financial, we flip the script on traditional retirement planning that often prioritizes wealth over spiritual well-being. Our Christian-based retirement planning integrates biblical principles, including cycles of work and rest, to help you avoid burnout while living a purposeful, productive life in your retirement years. As you transition into this new chapter, our guidance ensures you remain a faithful steward of God's resources, aligning your financial planning with your faith in Christ. |
| 401K Rollovers
Simplify your finances by consolidating your accounts and managing your investments with a unified strategy. |
| Insurance Planning
As an independent third party, we will help you review and select the policies that are right for you. |
| Annuities
Is an annuity right for you? Annuities are highly complex and come with a unique set of tradeoffs. At Peak Financial Management, our Christian Financial Advisors can help you evaluate whether or not an annuity is right for you. |
| Estate Planning & Trusts
Creating an estate plan can be an emotionally charged process. However, when rooted in faith, it becomes an act of obedience and stewardship, offering peace of mind that you've acted in accordance with Gods Word. The process transforms from being simply a legal requirement to a spiritual act, one that both honors God and benefits your loved ones. |
| Tax Advice and Services
Our advisors can help you maximize your tax efficiency so that you're not only compliant but also biblically wise with every financial decision. Tax planning services can include retirement account selection, Roth conversion planning, charitable gift planning, tax loss harvesting, asset location optimization, and more. |
| Education Funding and Planning
Empower future generations with the gift of education, planned through the lens of faith and wisdom. |
| Investment Advice & Management
Your investments can reflect your values and promote human flourishing. Our approach is: - Active: We manage your portfolio using disciplined, proven methods. -Engaged: We interact with companies and funds to encourage practices that honor human dignity and productivity. -Intentional: We select investments that align with biblical principles. |
| Wealth Management
Traditional financial planning doesnt always help you make decisions that reflect your Christian faith. The temptations of wealth are very real, and its easy to lose sight of Jesus along the way. - Missing out on the spiritual richness of aligning financial decisions with biblical wisdom. - Unable to give joyfully - Disharmony with Jesus' teaching and your faith We are your partners in biblically-based investments and wealth management. Our goal is to guide you to the true peak of financial health, a place beyond mere financial security where you strive to create a surplus of wealth you can use to serve the Kingdom of God. As experts in Christian wealth management, we understand the unique challenges and opportunities that come with aligning your finances with your faith. |
| Risk Management
Risk is more than how much an investment fluctuates in value. At Peak Financial Management, we evaluate risk holistically, considering more than just volatility. Other risks that can get overlooked include: - Liquidity - Cash flow - Sequence of returns - Life expectancy - Concentration/Diversification - Debt You can never eliminate risk altogether, but you can have a plan to manage it. At Peak Financial Management we consider your entire financial situation to help you mitigate risk comprehensively, not just lower the swings in your portfolio. |
| Money Management
Every spending choice involves trade-offs. We empower you to: - Understand the long-term impact of your financial decisions - Make purposeful choices that reflect your values - Balance current needs with future goals |
FAQs |
Do you have a customer satisfaction or refund policy?In general, Peak Financial bills our comprehensive planning clients quarterly and in advance; we do not have a set contract period, which means that if you choose to leave, we will refund the days of the quarter where we are no longer working with you. |
Why should I choose you as my financial advisor?At Peak, we cherish relationships. There are many financial advising firms; from AI-run chat bots to large, established corporations. Often these firms provide technical expertise, but little relational depth or consistency. However, at Peak Financial, our faith compels us to combine technical expertise with deep relational care. This blend of professional excellence, relational depth, and biblical wisdom is what truly distinguishes Peak from other advisors. Peaks Certified Kingdom Advisors© understand the tension between living life faithfully and giving generously, while also saving for the future and wisely stewarding what God has given. Our advisors are highly relational and value conversations that go beyond the numbers. We listen carefully to clients needs, are not afraid to ask the hard questions, and will challenge clients to give joyfully. Financial advising is a highly personal task, and Peak provides both technical and relational skills to support each individual client. |
What are your qualifications? What is your education background?Financial Planners at Peak Financial are Certified Financial Planner© professionals as well as Certified Kingdom Advisors©. The CFP© and CKA© qualifications enable advisors to blend technical expertise with biblical principles and values. |
How do you charge for your services?In most cases, Peak charges a percentage of the assets we manage for clients (AUM model). We bill quarterly in advance with no contract period. We charge one-fee that includes all of our services, so clients dont feel nickel-and-dimed by extra, al-la-cart charges. Our goal is to create a fee model that is mutually beneficial profitable for us and a great value for our clients. |
How are you compensated? How will I pay for your services?Peak is paid exclusively by clients for advice. We are not paid commissions. In general, we are paid as a percentage of the assets we manage for a client (AUM). Clients are billed quarterly, in advance with no contract period. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 3:00 PM |
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