Even the greatest of challenges can be managed with the right team

 helping you get one step closer to reaching your financial goals

 

About

At Peak Investment Advisors, our focus each day is helping you get one step closer to reaching your financial goals. 

Whether you are just getting started with your first financial plan or readjusting before retirement, the foundation of our thorough approach is ongoing consultation and communication, so that we can tailor all planning and investments specifically to you and your situation. Understanding your current situation as well as your future goals and objectives allows us to develop a strategic, ongoing plan specifically designed to meet your family's needs. 

 

AN INDEPENDENT INVESTMENT ADVISOR OFFERING FLAT-FEE FINANCIAL PLANNING.  

 

This means we are obligated to our clients and have a fiduciary responsibility to always act in the best interests of our clients. We do not accept any referral fees or compensation contingent upon the purchase or sale of a financial product.

At Peak Investment Advisors, we have a legacy of client-focused, comprehensive financial planning, stemming from our roots in the accounting practices of DeLeon & Stang CPAs and Advisors  and Daniel G. Falk and Associates. Combined with our affiliation with Peak Insurance & Benefit Services, these relationships allow us to offer countless financial services to all businesses and individual clients under one roof.

This structure is extremely important, as it ensures each client can rest assured that their most trusted advisors are communicating and working together on all aspects of their financial future. This allows you as the client to work with one team and ensures no information is slipping through the cracks between your accountant, financial planner, investment advisor, and insurance broker.

With this one-team approach, we help our clients navigate all aspects of their business and financial life, including taxes, investments, insurance, retirement, estate planning, and business strategies.

Our highly knowledgeable staff has the experience and expertise needed to best meet your needs.

 

 

Beginning over 25 years ago, Dan Falk began offering investment advice to his accounting clients as an extension of his accounting firm, which was then known as Daniel G. Falk & Associates.  In 2002 Dan added Sean Falk to the practice as a dedicated investment advisor, as well as to offer insurance and benefits options to clients.

Al DeLeon and Rich Stang have offered investment advice as the trusted advisor to their own accounting clients as well for nearly 30 years. In 2005 they added Brett Friedman to the staff with the intent of creating a separate investment advisory business.

In 2009 both companies merged their investment advisory businesses and formed Peak Investment Advisors, Inc.

Peak Investment Advisors, Inc. is based in Gaithersburg, MD and serves clients in the Maryland, Virginia, and DC area. We welcome the opportunity to work with individuals and businesses throughout the United States.

Services

Investment Advising

 

Investment Advisory/Management Services
Through Peak Investment Advisors, Inc.'s services, we strive to help individuals, families and businesses achieve financial security and independence. Our knowledgeable professionals will work with you to identify your financial goals and objectives while developing realistic strategies to create, accumulate and preserve your wealth.

Peak Investment Advisors, Inc. can coordinate all aspects of your financial affairs. When planning, implementing and monitoring your portfolio, our professionals can integrate tax, insurance, financial and estate planning advice to serve all your financial needs.

Financial Reviews
At Peak Investment Advisors, Inc., we take a big picture approach in helping our client's develop and understand their financial goals and objectives. The first step down this path is to gain a comprehensive understanding of our client's present financial situation and long-term personal financial objectives. We provide clients with a complete financial review, taking into account various elements of a financial plan.

We provide complete reviews of your finances, identifying any alternatives that may make a difference for your unique situation. We offer detailed explanations of various investment options to help you carefully plan your financial goals and objectives.

Financial Planning

 

Facing your financial issues can feel like an overwhelming, insurmountable task. However as we like to say, even the greatest challenges can be managed with the right team.

One Team working for you

When we work together, our number one priority will always be providing you with the best service possible. Our team members take a personal interest in each client relationship we build, and we grow by forming long-lasting relationships. For this reason, we never lose track of our core mission to help our clients improve their individual financial position and increase their personal net worth.

Our team can assist you with:

  • Investment advisory and management services
  • Retirement planning
  • Estate planning
  • Financial reviews
  • Consulting services
  • Business valuation
  • Business Succession Planning
  • Insurance planning

 

Estate Planning

Too often, poor trust and estate planning leaves a person's lifetime work in the hands of a probate judge and the U.S. Government. Trust and estate planning is something everyone at any age needs to consider. Our alliance can provide a comprehensive plan to help protect a family's assets for spouses, children and future generations. They assist individuals and families in avoiding probate court, lowering inheritance and capital gains taxes, thereby minimizing future financial uncertainties.

Retirement Planning
No longer can individuals escape the need to consider retirement planning at an early age. Retirement means a time to relax, pursue new hobbies or travel the world. Without careful planning, you may actually have to work harder and longer in life. It is safe to say that everyone should be planning for retirement well before the age of 65. To ensure you establish the retirement plan that will best help you attain your goals, it is important to work with trustworthy and experienced professionals.

Getting Started

 

To get started on your financial plan, we begin by scheduling an initial meeting. Here we will gain a better understanding of your unique financial situation including your goals, objectives, questions, concerns, and timeline. We will also provide you more information about us, our process and services, and determine if it is a good fit for both parties to move forward.

Our Team

Dan Falk, CPA

Investment Advisor Representative

Sean Falk

Investment Advisor Representative

Brett Friedman, CFP®

Investment Advisor Representative

Allen P. DeLeon, CPA, PFS

Investment Advisor Representative

Rich Stang, CPA, PFS, ABV

Investment Advisor Representative

Abby Hunt-Metzbower

Director of Investor Relations

Cheryle Gregory

Investor Relations Specialist

Contact

Address

100 Lakeforest Blvd. Ste. 650
Gaithersburg, MD 20877

Email

info@peakiateam.com

Phone

(240) 361-2700

Fax

(440)-549-7959