A Columbus, Ohio financial advisory firm founded in 2020, providing retirement, tax, investment, income, health care and estate planning to clients with $1m or more saved.
Peak Retirement Planning, Inc. is a financial services firm headquartered in Columbus, Ohio. Founded in 2020, it helps individuals build comprehensive retirement strategies drawing on a range of investment and insurance products. The firm is an SEC-registered investment adviser providing fiduciary services, and clients work with multiple certified financial planners rather than a single adviser.
Its central framework, the 5 Pillar Method, organises retirement strategy around tax planning, investment planning, income planning, health care planning and estate planning. The practice concentrates on a defined client segment: individuals in or near retirement with $1m or more saved, many of them holding pensions and focused on tax reduction. Coverage of the firm has appeared in national publications including Kiplinger.
Headcount has grown from one employee to more than 60 professionals in four years, a rate of expansion that placed the company first among private firms in Columbus, Ohio in the Inc. 5000 ranking. The firm describes itself as a boutique operation run on a team-based approach, with Christian and conservative values reflected in its practice.
