Out of 2,600+ applicants in 2024, we only hired 9.
At Peak Retirement Planning, excellence isn't just a goal; it's our standard.
As a premier firm in Columbus, Ohio, candidates from across the country are applying to work with us. We work extremely hard and run extremely fast. If you're looking for a purpose-driven opportunity to make a real difference, fill out an application below. We'd love to hear from you.
Peak was started by Joe with the help of his mom at their dining room table.
We are now one of the fastest-growing firms in the country and building something extremely special.
On a mission to be the BEST, not the biggest
Family Oriented (many team members are family/friends)
Advisors only advise (no prospecting or paperwork)
Passionate about making a difference for our team, clients, and the financial planning industry