Our Philosophy

Our Philosophy

  • It’s personal. We evaluate and advise, mindful of what brought you to this point and what may encourage or discourage you along the way.
  • Planning and implementation are processes. We work with our clients on an ongoing basis to guide them and be a resource through the turbulence and the milestones of life.
  • We are fee-only (not fee-based, not commissioned), which means we are only paid by you and never paid by fund companies, insurance companies or other product or service companies.
  • We invest based on research, diversification and controlling costs. We don’t chase investment trends. We do monitor investment research to identify strategies with proven results.

Peck Financial Advisors is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Peck Financial Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Peck Financial Advisors unless a client service agreement is in place.

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