100 Million Thanks | Financial Planning Chapel Hill l Old Peak Financial Advisors

100 Million Thanks

January 31, 2017


100 Million Thanks

January 31, 2017

We recently passed a milestone in our business: $100 million client assets under management. We're proud of our growth these past six years. Thank you to everyone who has supported us -- clients, friends and service providers. We value these relationships and look forward to the next six years.

Since our founding, plenty has changed. We've grown from a standing start and now have 80+ clients in 15 states, in Europe and in Asia. We started with one man and a dog (my dog didn't provide investment advice, although I was able to train him to growl angrily when I mentioned the words "variable annuity"). We now have a staff of four -- Molly, Kent, Donna and I -- and we expect continued growth.

But what has not changed is much more significant:

  • We continue to provide financial planning tailored to each client's unique situation.
  • We continue to provide comprehensive advice.
  • We continue to be "fee-only" fiduciaries, providing unbiased advice solely in each client's interest.
  • We continue to use low-fee funds benefiting from Nobel Prize-winning research.

The years to come will bring change and growth. But our core values will remain.

This article is not intended to provide tax, legal, accounting, financial, or professional advice. Readers should seek advice from qualified professionals who can review their specific circumstances. Old Peak Finance endeavors to provide information that is accurate and current. However, we cannot guarantee that this information has not been outdated or otherwise rendered incorrect by new research, legislation, or other changes. Old Peak Finance has no liability or responsibility to any individual or entity with respect to losses or damages caused or alleged to be caused, directly or indirectly, by the information contained on this website.

Have Questions?

Sign up for a complimentary call. We'll listen and determine together if we can help you achieve your goals.

Scroll to Top