Peek Wealth is a boutique financial planning firm built to provide clients with personalized guidance and ever-expanding capabilities. Founded by Justin Peek, CFP®, CLTC®, CCFC®, AAMS®, after 18 years at Edward Jones, the firm was created to deliver a client-first experience rooted in clarity, practicality, and care.

With 20 years of industry experience, Justin and the Peek Wealth team help individuals and families navigate life’s most important transitions—from retirement planning to college funding to preparing for long-term care. Peek Wealth’s approach combines professional expertise with an approachable, tough-loving style that makes complex topics simple and planning decisions meaningful.

At the heart of the firm is a mission: to help clients define their ideal life and reduce the risks that could derail it.

PEEK WEALTH

Org chart

Teams

Offices