PEAK Financial Group, LLC is an independent, SEC-registered investment advisory firm that specializes in providing comprehensive consulting services for retirement plan sponsors. The firm acts as a co-fiduciary, offering objective guidance for 401(k), 403(b), and other qualified retirement plans. Their core mission is to help companies manage their fiduciary responsibilities, optimize plan design, select and monitor investments, and educate employees to improve their retirement readiness.

Founded in

United States