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 has been selected each year since 2010 to receive the very prestigious “Five-Star Wealth Manager” award.
This award is given to fewer than the top 4% of financial advisors in the Denver Metro Area, and appears in the November issues of 5280 magazine and the Colorado Biz magazine. Here is a summary of the selection process from 5280 magazine:
“Five-Star Professional surveyed 1 in 4 high-net-worth households (over 73,000 households) and more than 8,500 registered financial services professionals in the Denver area. Participants were asked to evaluate only wealth managers whom they know through personal experience and to evaluate them based upon 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 were included in the scoring, and only wealth managers with more than five years of experience in the financial services industry were considered.
Next, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA, the SEC, the State Board of Accountancy and the State Bar. Then, before finalizing the list, wealth managers 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.