Our Christian wealth management approach is specifically designed for individuals and couples who are preparing for a significant life transition: retirement.
We work best with clients who:
Get Clarity and Guidance from a team of Christian financial advisors
As Christian Financial Advisors CFP® and Certified Kingdom Advisors®, we help you make confident financial decisions aligned with biblical values.
Serving clients across the United States.
Welcome
Biblical wisdom meets financial excellence.
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Tax Planning
Investment Management
Traditional financial planning keeps faith and finances in separate boxes, making it challenging to:
Make financial decisions that align with your Christian values
Avoid the temptations of wealth that Jesus warned about
Feel confident you're stewarding resources in God-honoring ways
However, you want a financial advisor who...
Understands biblical stewardship
Has deep financial expertise
Shares your Christian values
Provides clear, actionable guidance
Schedule a Meeting
You're not alone. As Christian financial advisors, we help clients like you align their wealth with God's principles through biblical wisdom and professional expertise.
What sets Peak Financial apart other Christian Financial Advisors
At Peak Financial Management, we believe that managing wealth as a Christian requires both professional excellence and biblical wisdom. Our approach combines deep financial knowledge with genuine Christian care to help you manage wealth in ways that honor God.
Biblical Understanding
As Certified Kingdom Advisors®, we integrate scriptural wisdom into every aspect of financial planning, from investment choices to legacy planning.
Technical Excellence
Our CFP® credentials and deep expertise ensure you receive sophisticated financial guidance made clear and actionable.
Genuine Care
We walk alongside you with Christ-like care, taking time to understand your values, hopes, and desires for the future.
Benefits
Why choose a Christian Financial Advisor?
Faith-Aligned Decision Making
We help you make financial choices that honor both sound financial principles and biblical wisdom. Every recommendation we make considers not just the numbers, but how your decisions align with God's principles for stewardship and your personal calling.
Deeper Financial Conversations
Money conversations touch our deepest values, fears, and hopes. As Christian financial advisors, we create a space where you can discuss these matters openly, exploring both practical concerns and spiritual implications. For couples, this often leads to stronger unity in financial decisions.
Biblical Framework for Wealth
We view wealth through the lens of stewardship, not ownership. This perspective transforms how you approach financial decisions, helping you navigate market changes and complex choices with wisdom drawn from timeless biblical principles.
Heart for Generous Living
While all financial advisors focus on growing wealth, we help you discover the joy of strategic generosity. Our planning process includes intentional strategies for maximizing your ability to support causes that advance God's kingdom.
Values in Action
As both CFP® professionals and Certified Kingdom Advisors®, we bring together technical expertise and biblical understanding. This means your investment strategies can align with your values without sacrificing professional excellence.
Trust Through Shared Values
There's comfort in knowing your financial advisor shares your biblical worldview. This alignment creates trust and ensures long-term planning decisions reflect your deepest convictions about money, purpose, and legacy.
Are within 10 years of retirement
Have $1 million (or more) in savings
Appreciate timeless biblical wisdom
Why these criteria? Our experience shows this is where we can add the most value. The decade before retirement involves complex decisions about investments, Social Security, healthcare, and estate planning. Having the right level of assets means we can implement strategies that make a meaningful difference in your retirement outcomes.
The Peak Financial Promise
Choosing a Christian financial advisor is a deeply personal decision. Our commitment to you:
If we aren’t the right fit for you and your needs, we recommend someone else who is.
You are never pressured to make a decision.
We make it clear how we are compensated.
We listen carefully to your needs.
We get back to you in 24hrs
We’ll ask you the hard questions.
We will challenge you to give joyfully.
Meet Your Christian Financial Advisors
Nick Wolverton, CFP® CKA®
Financial Planner
Financial Planner
Chanel Podell, RP®
Relationship Manager
Relationship Manager
Ty Johnson, CFP® CKA®
Financial Planner
Financial Planner
Interested in working together?
Step 1
25-Minute Introduction
Let's start with a brief 25-minute conversation to understand your situation and determine if we might be a good fit for your needs.
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Step 2
Financial Assessment
Over two meetings, we'll dive deep into understanding your unique situation, values, and goals through a biblical lens, helping you gain clarity on your financial future.
Step 3
Ongoing Guidance
After our meetings, you'll have time to consider if we're the right fit - no pressure. If you choose to work with us, we'll implement your strategy and provide ongoing guidance for your journey ahead.
Schedule a Meeting
Our Mission
Command those who are rich in this present world not to be arrogant nor to put their hope in wealth, which is so uncertain, but to put their hope in God, who richly provides us with everything for our enjoyment.
Command them to do good, to be rich in good deeds, and to be generous and willing to share. In this way they will lay up treasure for themselves as a firm foundation for the coming age, so that they may take hold of the life that is truly life.
Command them to do good, to be rich in good deeds, and to be generous and willing to share. In this way they will lay up treasure for themselves as a firm foundation for the coming age, so that they may take hold of the life that is truly life.
1 Timothy 6:17-19
Looking for a Christian Financial Advisor?
If you are planning to retire within 10 years, have savings and investments that range from $1 to $5 million, and appreciate the timeless biblical wisdom that forms the foundation of our advice, learn how Peak Financial can help.
Schedule a 25-Minute Meeting
About Peak Financial
At Peak Financial, we know you want to be confident about your financial future. As Christian financial advisors, we understand you care deeply about making wise decisions with your wealth that align with biblical principles. But traditional financial planning often leaves you with more questions than answers. The complexities of retirement, investments, and estate planning can feel overwhelming, and it's easy to feel unprepared when facing important financial decisions.
We understand that conversations about money are really about the things that matter most in your life. That's why Peak Financial is a place where biblical financial planning meets technical excellence and genuine care.
As Certified Kingdom Advisors® (CKA®) and CERTIFIED FINANCIAL PLANNER™ professionals, we combine sophisticated financial expertise with authentic concern for your success. While other advisors may overcomplicate strategies or oversimplify important decisions, we deliver clear solutions rooted in biblical wisdom that help you move forward with confidence.
We understand that conversations about money are really about the things that matter most in your life. That's why Peak Financial is a place where biblical financial planning meets technical excellence and genuine care.
As Certified Kingdom Advisors® (CKA®) and CERTIFIED FINANCIAL PLANNER™ professionals, we combine sophisticated financial expertise with authentic concern for your success. While other advisors may overcomplicate strategies or oversimplify important decisions, we deliver clear solutions rooted in biblical wisdom that help you move forward with confidence.
Here's how your journey with a Christian financial advisor begins:
1. Schedule a Brief Meeting - We'll assess your current financial situation and help determine if our Christian financial advisory services align with your needs.
2. Take Your First Steps - Through comprehensive meetings, we'll dive deep to understand your unique situation, values, and goals. Our team then analyzes your complete financial picture through a biblical lens to create clarity about your path forward.
3. Move Forward with Confidence - With a clear strategy in place and ongoing guidance from our team, you'll have the support you need to make faith-aligned decisions about your future.
Our goal as Christian financial planners is to guide you to true financial health – a place beyond mere security where you have both clarity about your decisions and freedom to use your resources in ways that honor God and align with biblical principles.You weren't meant to stay trapped in uncertainty about your financial future. The truth is, you can find confidence in your financial decisions with guidance that brings together professional expertise and timeless biblical wisdom.
1. Schedule a Brief Meeting - We'll assess your current financial situation and help determine if our Christian financial advisory services align with your needs.
2. Take Your First Steps - Through comprehensive meetings, we'll dive deep to understand your unique situation, values, and goals. Our team then analyzes your complete financial picture through a biblical lens to create clarity about your path forward.
3. Move Forward with Confidence - With a clear strategy in place and ongoing guidance from our team, you'll have the support you need to make faith-aligned decisions about your future.
Our goal as Christian financial planners is to guide you to true financial health – a place beyond mere security where you have both clarity about your decisions and freedom to use your resources in ways that honor God and align with biblical principles.You weren't meant to stay trapped in uncertainty about your financial future. The truth is, you can find confidence in your financial decisions with guidance that brings together professional expertise and timeless biblical wisdom.
Schedule your 25-minute introduction today.
As fiduciaries, we're legally bound to put your interests first. And as Christian financial advisors, we're called to an even higher standard of care and stewardship. Our faith drives us to serve with excellence and genuine concern for your success.
Let's work together to transform your financial uncertainty into confidence and peace of mind, creating a legacy that honors both sound financial principles and biblical wisdom.
As fiduciaries, we're legally bound to put your interests first. And as Christian financial advisors, we're called to an even higher standard of care and stewardship. Our faith drives us to serve with excellence and genuine concern for your success.
Let's work together to transform your financial uncertainty into confidence and peace of mind, creating a legacy that honors both sound financial principles and biblical wisdom.
FAQs about working with a Christian Financial Planner
What makes a Christian financial advisor different?
Christian financial advisors integrate biblical principles with professional financial expertise. They view wealth through the lens of stewardship, considering both earthly success and eternal impact in their guidance.
Is Peak Financial Management a Certified Kingdom Advisor® (CKA®)?
Yes, our financial planners are Certified Kingdom Advisors® (CKA®), ensuring their financial counsel aligns with biblical principles and Christian values.
What credentials should I look for in a Christian financial advisor?
Look for both professional certifications (like CFP®) and faith-based credentials like Certified Kingdom Advisor® (CKA®). This combination ensures your advisor has both technical expertise and biblical training.
How do Christian financial advisors approach investment decisions?
We consider both financial returns and biblical values, often incorporating faith-based screening and seeking investments that promote human flourishing while avoiding those that conflict with Christian principles.
What if I’m not a Christian? Will Peak work with me?
Regardless of your beliefs, at Peak Financial, we are committed to excellent financial advice and genuine care. Our faith in Christ, motivates us to provide advice grounded in biblical principles, but we welcome clients from all backgrounds.
How do you integrate faith into financial planning?
We view all financial decisions through the lens of biblical stewardship, considering questions like "How can we use these resources to honor God?" alongside traditional financial metrics.
If you have any further questions, please reach out to our team.
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