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 a dining room table.
And now we are 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