SERVING CLIENTS SINCE 1990
Peterson Financial Services, LLC, is an independent financial advisory business providing clients a variety of financial services and investments.
Based in Denver, Colorado, and serving customers nationwide since 1990, we focus on fee-based portfolio management and financial analysis services. We are non-proprietary and search the broad marketplace objectively for investments appropriate to our individual client needs. The principal, Kirk R. Peterson, CFP®, is committed to providing personalized, balanced and trustworthy advice with impeccable service. As fee-only advisors, we are registered with the Colorado Division of Securities as well as other state securities agencies as required by those states in which we operate.
Peterson Financial Services, LLC’s focus is divided between asset management and financial advisory services. We provide asset allocation and portfolio analysis, money management and consulting services analyzing current conditions against goals. By assessing each client’s risk tolerance, current portfolio position and asset allocation, tax strategies, integration with other assets not under our management, financial goals, and liquidity or income needs, we provide a personal relationship to our service. Our mission is not to tell our clients what their goals should be. Rather, we find out what their goals are and craft a plan for achieving them.
Peterson Financial Services, LLC is a recipient of the “Five-Star Wealth Manager” award.
Peterson Financial Services, LLC has received the prestigious “Five-Star Wealth Manager” award each year for nearly a decade. This year, the award was given to the top 1.8% of financial advisors of the 2,255 who were nominated in the greater Denver metro area. Publication appears in the November issues of 5280 magazine and Colorado Biz magazine, with this summary of the selection process:
Five-Star Professional surveyed tens of thousands of high-net-worth households and interviewed more than 14,700 registered financial services professionals in the greater Denver area, yielding a slate of nominations. Participants were asked to evaluate only wealth managers whom they know through personal experience and to evaluate them based solely upon just these nine criteria: customer service, integrity, knowledge/experience, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Both positive and negative evaluations are included in the scoring, and only wealth managers with more than five years of experience in the financial services industry were considered.
Once that screen is met, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA, the SEC, the Colorado Division of Securities, professional licensing boards, such as the Certified Financial Board of Standards, and other trade affiliations. Then, before finalizing the list, wealth manager award candidates were reviewed by a panel comprised of experts from within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation. Wealth managers cannot pay to be included either in the research, or the final list.
Additionally, we have received the Consumer’s Reseach Council of America Top Financial Planner “Excellence” award.