Peterson Financial Services LLC

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.