7333 Paragon Road, Suite 250,
Peak Advisory Group's clear processes and comprehensive planning help you identify where you want to be and how to get there.
Located in Dayton, OH, Peak Advisory Group provides you with a process to get you to your goal, and the education to help inform you along the way. Because we understand the challenges families face today, we offer an open mind, a friendly ear, and a suite of products to guide you in the right direction, no matter your phase of life.
Our three-step approach consists of getting to know you, understanding where you are now and where you want to be, and developing a plan to take you on the journey. Once the plan is implemented, we continue monitoring and tailoring the process, making changes based on shifts in your economic or living situation.
In addition to expertise and approachability, Peak Advisory Group offers the following products and services, backed by our partner, Cetera Financial Group.
Investment and tax strategy advice designed to grow or preserve your wealth.
Financial insights to pursue short- and long-term goals.
Ensuring enough income to cover your expenses in retirement.
Protecting your wealth to pass on to future generations.
Maintaining your earning capacity in a worst-case scenario.
Care for your causes in a deliberate, strategic way.
When you begin to prioritize charitable giving, we can help you incorporate your charitable goals into your financial plan, find an organization to give to, select the assets you want to give, determine how to make the gift, and how charitable giving can influence your taxes.
Do you know how much risk tolerance you have? Is it aligned with your goals? Does your portfolio reflect your risk appetite?
Find your Risk Number to know.