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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

Sean Falk Photo

Sean Falk

Investment Advisor Representative
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Sean Falk

Investment Advisor Representative

Sean Falk is an Investment Advisor Representative at Peak Investment Advisors and an Agent/Broker through Peak Insurance & Benefit Services, LLC.
Throughout his career, he has worked with both individual investors and organizations, helping them plan for their unique financial goals.


Sean has always enjoyed the relationships that go along with working in a small money management firm where he can focus on the needs and objectives of each individual client. He looks at financial markets critically, and believes in a top down investment approach where demographic, societal, and economic trends are key factors in portfolio management.  Sean finds it very gratifying to work with clients to both educate them on their various options and help them navigate their choices.
Sean works with clients to formulate an overall plan that includes an analysis of a client’s complete financial picture.


Sean started his career in the insurance industry with John Hancock, and has now been providing insurance solutions to both businesses and individuals for many years. He is licensed to provide insurance services for Auto, Home, Life, Health, Long Term Care, Fixed Annuities, Business Insurance and Group Benefits through his insurance agency Peak Insurance & Benefit Services, LLC. He also spends time on accounting and tax services for both individuals and businesses through DeLeon & Stang.


Sean resides in Mount Airy with his wife, Brandi, and their two sons, Nick and Dylan. He is a true advocate for tools, believing that anything is possible with the right one. In his free time, Sean enjoys spending time with his family, fishing and playing golf.

Designations
•Life, Health, Property and Casualty Insurance Licensed
•Series 65 - FINRA uniform investment advisor law exam
Education
•Towson University, Bachelor of Science


Brett Friedman, CFP® Photo

Brett Friedman, CFP®

Investment Advisor Representative
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Brett Friedman, CFP®

Investment Advisor Representative


Brett Friedman is an Investment Advisor Representative at Peak Investment Advisors and a part of the management team at DeLeon & Stang CPA’s. 

Brett began his career with one of the largest brokerage firms. After learning about the industry he began to question the numerous conflicts of interest between the company/advisor and the client that arise in an atmosphere at a large brokerage firm. In 2005 he made a move to the independent advisor side to not only get rid of the conflicts of interest but give him more flexibility to provide his fiduciary responsibility to offer the client the best investment options possible. As a Certified Financial Planner™ (CFP®), Brett is involved in assisting small businesses and individual clients with comprehensive planning solutions which integrate lifetime planning objectives.  His work includes asset allocation, investment management, advanced planning for retirement assets and stock options, estate planning, income tax planning and insurance planning.

Brett’s experience has taught him the importance of understanding each client’s unique goals.  His calm and clarity are a comfort to the clients he serves, as he helps them steer the course toward their financial security.

Brett is a licensed insurance agent in Maryland, Virginia and Washington, D.C. Brett also provides accounting and advisory services for both businesses and individuals through DeLeon & Stang.

Brett currently resides in North Potomac, Maryland, with his wife, son and daughter, He likes the close proximity he has to the DC metropolitan area. He is a passionate D.C. sports fan who enjoys , spending time with his family, traveling, music and playing golf.

Designations:

  • Certified Financial Planner™ (CFP®)

Memberships:

  • Financial Planning Association (FPA)
  • Maryland Association of Certified Public Accountants (MACPA)

Community Involvement:

  • Bender Jewish Community Center (JCC)  of Greater Washington, Board  Member
  • The ARC Montgomery County, FORMER Board Member, Finance Committee-Member
  • Gaithersburg-Germantown Chamber of Commerce,  Board Member, FORMER Young Professional Group-Chairman

Education:

  • Towson University. BS, Finance
  • Georgetown University. Certificate, Personal Financial Planning 
(Late) Dan Falk, CPA Photo

(Late) Dan Falk, CPA

Investment Advisor Representative
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(Late) Dan Falk, CPA

Investment Advisor Representative


Daniel G. Falk died peacefully Wednesday, May 16, 2018. Born in Washington, DC on July 15, 1941, he lived his entire life in Washington and Maryland. He attended Bladensburg High School and Ben Franklin School of Accounting. He went on to receive his MCS and BCS in Accounting from George Washington University. Dan began his career working for for both public and private companies and went on to establish his own firm, Daniel G. Falk and Associates, in 1978. After more than 30 years of running his own practice, he combined his accounting firm with DeLeon & Stang in 2009 and established Peak Investment Advisors, Inc.  Dan spent much of his free time playing golf at Manor Country Club. He also loved to travel, having visited Europe, the Caribbean, Mexico, El Salvador, Australia, and much of the U.S. Dan will always be remembered fondly by his colleagues at DeLeon & Stang, along with his family and friends. Donations in his memory can be made to Johns Hopkins Bayview Medical Center.


Allen P. DeLeon, CPA, PFS Photo

Allen P. DeLeon, CPA, PFS

Investment Advisor Representative
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Allen P. DeLeon, CPA, PFS

Investment Advisor Representative


Allen DeLeon is an Investment Advisor Representative at Peak Investment Advisors and a founding Partner of DeLeon & Stang. Al has over 25 years of experience working with both individuals and businesses on all of their financial and tax planning needs.

Al has worked with a number of individual clients and families to help them develop and work toward their financial goals. He focuses on working with clients to define what “success” means to them and offers guidance to help them improve their financial well-being. Al’s extensive experience means he is well-suited for just about any client. His capabilities include estate planning, tax planning, gift tax, business valuations, and audit and advisory services.

With experience in both private industry and public accounting, Al provides his clients with invaluable insight into how to incorporate tax strategies into their investment portfolios, as well as anticipate issues and leverage opportunities at the most appropriate time.

Al also provides a wide-range of services to businesses to help them prosper and grow, but it is his dedication and personal attention to the complexities of running a company that set his services apart. Al consults with businesses on the development and implementation of budgets, financial statements, and tax planning.

With over 30 years’ experience in the accounting profession, (encompassing 25 years in public accounting), Al has the experience to provide innovative tax planning alternatives that help you keep more of what you make.

Al also worked for 6 years in private industry as the controller and CFO for not-for-profit organizations. He holds a securities license and is a licensed insurance agent in Maryland. He provides accounting, tax, audit and advisory services for both businesses and individuals through DeLeon & Stang.

Designations

  • Certified Public Accountant, Maryland, Washington D.C, Virginia and New York
  • Personal Financial Specialist (PFS)

Memberships

  • American Institute of Certified Public Accountants (AICPA)
    • Council Member
  • Maryland Association of Certified Public Accountants (MACPA)
    • Board Member
    • Legislative Executive Committee - Chair
  • District of Columbia Institute of Certified Public Accountants (DCICPA)
  • Association of Certified Fraud Examiners (ACFE)
  • American Society of Association Executives (ASAE)
  • Metropolitan Area Credit Union Management Association (MACUMA)
  • Maryland & District of Columbia Credit Union Association (MDDCCUA)
  • Maryland Association of Nonprofilts (MANO)
  • Financial Executive Institute (FEI)
  • Ethics Resource Center (ERC): Board Member
  • Gaithersburg-Germantown Chamber of Commerce
    • Board of Directors - Chairman
    • Financial Committee - Member
    • Legislative Committee - Member
    • Golf Committee - Member

Education

Hofstra University School of Business. BBS, Accounting, with honors

 

Rich Stang, CPA, PFS, ABV Photo

Rich Stang, CPA, PFS, ABV

Investment Advisor Representative
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Rich Stang, CPA, PFS, ABV

Investment Advisor Representative


Rich Stang is an Investment Advisor Representative at Peak Investment Advisors and a founding partner of DeLeon & Stang. His specialties include estate planning, investment management, tax strategies, and insurance advisory services for businesses and individuals.

During his 25 plus years of experience, Rich has provided financial guidance for both individuals and businesses. Whether he is working with a family or corporation, however, Rich’s definition of success remains the same. He believes he has succeeded only when he has helped a client achieve their own definition of success.  

His understanding of the business side of an entrepreneur’s success make him an ideal advisor for business leaders who are transitioning their business legacy to retirement or working to preserve family assets. 

Rich enjoys working with clients to help them develop a financial plan and work toward their goals, and uses his accounting expertise to provide innovative tax planning alternatives to help his clients keep more of what they make and invest wisely. 

Rich holds a securities license and is a licensed insurance agent in Maryland and Virginia.  Rich also provides accounting, tax, audit and advisory services for both businesses and individuals through DeLeon & Stang.

 

Designations:

  • Certified Public Accountant
  • AICPA Accredited in Business Valuation
  • MD, VA, and DC Insurance Licenses
  • Personal Financial Specialist (PFS)

 

Memberships:

  • American Institute of Certified Public Accountants (AICPA)
  • Maryland Association of Certified Public Accountants (MACPA)
  • Washington Metropolitan Chapter of Community Associations Institute (WMCCAI)
  • Corporate Volunteer Council of Montgomery County (CVC)
  • Maryland Task Force for Common Ownership Communities
  • Board of Directors’ Member, Gaithersburg Germantown Chamber of Commerce

 

Education:

Frostburg State University.  BBS, Accounting

 

Abby Hunt-Metzbower Photo

Abby Hunt-Metzbower

Director of Investor Relations
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Abby Hunt-Metzbower

Director of Investor Relations


Abby Hunt-Metzbower is our Director of Investor Relations at Peak Investment Advisors. Abby’s diverse background in Customer Satisfaction, Administration, and Compliance drive her “Bring it On” approach to not just meeting the needs of others but anticipating and resolving them.

She joined our firm in 2002 and has been instrumental in our growth. Her ability to provide the high level of customer service with financial services is not only recognized by our clients but by other companies and advisors which many times contact her for her opinion and knowledge.

Abby believes that building strong relationships with our clients, our team and others that she comes in contact with benefit everyone involved.

Abby has worn many hats since she joined the workforce in 1984.  She was an early education teacher specializing in special needs children. In order to grow and gain diversity of skills Abby joined a property management company where she managed a 15 floor high rise where she maintained a 98% occupancy rate, managed 24 hour desk service, maintenance & turnover teams. Gained extensive knowledge on housing laws, credit reporting, financial reporting.  Worked directly with Comptroller of company on financial records. 

Before joining our team she was the Regional Payroll/HR Manager for the Mid-Atlantic region for 5 major auto dealerships.  She was responsible for all payroll and Human Resource related items. During this time she handled tax issues, wage garnishments, commissions, insurance enrollments/termination, 401K, Stock Purchase, loan processing, background check, workers compensation and other financial reporting.

 

Cheryle Gregory  Photo

Cheryle Gregory

Investor Relations Specialist
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Cheryle Gregory

Investor Relations Specialist


Cheryle joined Peak Investment Advisors, Inc. in 2012 as an Investment Relations Specialist.  She is a Customer Service Specialist, having over 20 years experience in customer service, accounting, operational management and problem solving.  

Cheryle is best known for her excellent interpersonal skills, and she creates a positive rapport with customers to achieve customer service excellence. 

Cheryle enjoys assisting clients with their investment needs.  She is detail oriented, and has strong organizational and analytical skills that are key factors in achieving the high standards of excellence set by Peak Investment Advisors, Inc.

Cheryle is a native of Washington, D.C. and lives in Mount Airy, MD with her husband Rick.  Together they have two children and two grandchildren.  Cheryle enjoys travel, outdoor activities and spending time with her family.

 


CONTACT


ADDRESS

100 Lakeforest Blvd. Ste. 650
Gaithersburg, MD 20877

PHONE

(240) 361-2700


FAX

(440)-549-7959