Peak Financial Advisors

About

Peak Financial Advisors 0 Skip to Content Contact Us Open Menu Close Menu Contact Us Open Menu Close Menu Our Mission Your partners in creating a vibrant future. Passionate about personal finance, we bring clarity and insight to each step along the way. Our Firm Founded in 1997, we prioritize building strong relationships. While financial numbers matter, true progress comes from understanding your unique situation, discussing your values and goals openly, and fostering mutual trust. We are excited to get to know you and ensure your finances work for you. Get to know us About Peak Financial Advisors 0 Skip to Content Contact Us Open Menu Close Menu Contact Us Open Menu Close Menu Our Team Brian Sells CPA, CFP® Managing Partner Chief Investment Officer Brian founded Peak Financial Advisors in 1997 after moving back to Denver from Cleveland, Ohio. This decision stands out as the best career choice he's ever made, as getting to love his work is a rare gift. Seeing clients succeed and watching the business evolve has been incredibly rewarding. Before starting Peak, Brian worked as a senior advisor for Sterling Limited and Sterling Asset Management in Cleveland, Ohio. He also served as an accountant in the Denver office of Arthur Andersen for six years and graduated in 1989 with a B.S.B.A. in accounting. With over 30 years of experience, Brian currently manages all the investment portfolios at Peak Financial, handling responsibilities such as researching investments, making buy/sel

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