Northern Peak Financial, LLC is a Registered Investment Advisor (RIA) firm dedicated to providing fiduciary, fee-only financial planning and wealth management. Founded by Shane M. Snively, the company's mission is to help clients align their finances with their personal values to achieve their most important life goals. They focus on building long-term relationships and offer a modern, transparent approach to managing wealth, covering areas such as retirement planning, investment management, and comprehensive financial strategy.

Founded in

United States