Financial Advisor in Champaign, IL
If you're looking for a financial advisor in Champaign, IL, Peak Wealth Planning is the answer. Peter Newman is the President and Founder of Peak Wealth Planning. He is an independent financial advisor who holds the distinguished CFA Charter. Peter enjoys working with high net worth families who are planning for retirement, building wealth through real estate, or considering the sale of a business. He also assists people in diversifying their concentrated stock or ESOP holdings to preserve their wealth and meet retirement spending and lifestyle goals.
A financial advisor is someone who helps clarify your long-term financial goals, and then helps you make a plan using the most appropriate investments and account types to match your tax situation, level of wealth and retirement plan. Peter Newman, the President and Founder of Peak Wealth Planning, has a distinguished track record helping the University of Illinois grow its operating pool from $700 million to $2.5 billion and managing the University's endowment growth from $250 million to more than $700 million during the past decade. During this time, Peter has interviewed and selected from hundreds of investment managers. Peter applies this disciplined approach to selecting investment managers to meet your unique financial goals.
Peak Wealth Planning assesses your entire financial situation and works with you to create a plan that will help you achieve the long-term results you're looking for. As your family or financial situation changes, we help you adapt that plan to changing goals and financial market conditions. As financial advisors in Champaign-Urbana we've helped clients in Chicago and Champaign-Urbana with $2 million or more in net worth grow their assets and generate predictable retirement income. During the past five years we have helped our clients meet their goals and sleep well at night. That is the value in working with Peter Newman, CFA at Peak Wealth Planning.
Our goal is to take your financial dreams and make them a reality by putting a solid and realistic plan in place. As financial advisors we pride ourselves on helping clients build a plan designed to meet their desired results. On top of that, we're one of the few financial advisors in Champaign, IL that is a fee-only financial advisor. Our fees are structured so that when your wealth grows, so does our compensation. Our job is not to sell you a bunch of products, or put you into investments that pay us a commission. Our job as financial planners and advisors is to align a solid investment plan with your needs. A plan that considers all aspects of your financial situation and sets you up for success.
If you need a financial advisor and want to protect and grow your wealth, or put a plan in place for the future, call Peak Wealth Planning today. We've helped clients achieve results with the right balance of diversification, risk, and planning. We're not just a financial advisor, we're Your Trusted Advisor. Contact Peak Wealth Planning today or setup an appointment with Peter Newman today.