You have questions about important financial decisions

You want financial confidence, security and independence

You need a partner who provides advice and not a product

I Can Help

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Different Approach

Financial advisors are often taught from day one to seek out as many clients as possible. At Peterson Wealth Advisory we think less is more.

We intentionally work with families and individuals who we believe will receive a tremendous impact from our advice.

The result is happy clients who feel taken care of. That makes me happy too!

You want solutions to your finances! Christopher Peterson, CFP® has the knowledge and experience to advise, organize, and manage your unique financial issues. As a client you will have:

  • a one-on-one relationship with a financial advisor who has integrity, experience, and is a Certified Financial Planner

  • work with an advisor who provides comprehensive advice in your best interest and avoid aggressive sales pitches

  • the latest in financial technology tools to help you monitor, manage, and plan all of your finances efficiently

 

"Do nothing from selfish ambition or conceit, but in humility count others more significant than yourselves."
(Philippians 2:3, ESV)

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Fiduciary

Peterson Wealth Advisory doesn’t hide anything from our clients and we put their interests above our own.

From the fees we charge to how we provide financial planning, we are an open book.

Fee-Only: Our compensation is fully paid by our clients. This means we DO NOT receive commissions or kickbacks like many other so called "advisors". You know exactly what you pay for our services.

We avoid conflicts of interest and disclose information about our company and the advisor in a easy to read format. This is done upfront and annually.

 
 

What Is a CFP®?

Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional. Only about 20% of advisors have earned the CFP® designation.

Certified Financial Planner>>

 
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Our Services

 I believe everyone needs a financial plan. It will be your guide for building net worth, retirement, estate planning, college, budgeting, investments, insurance, and debt.

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Financial Insights

Inform and educate yourself on relevant personal financial planning information.

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