About Us

Peak Financial Group, a division of HUB International, has established a distinguished presence in the retirement plan marketplace, by offering fee benchmarking, vendor searches, comprehensive employee education programs, progressive plan design assistance, and investment advisory services to organizations of all sizes.  We have over 60 years of collective experience in the financial services industry and currently service roughly $1.2 billion in retirement plan assets as of 12/31/2018.

Offering a retirement plan comes with a lot of responsibility.  As part of our 3(21) or 3(38) fiduciary suite of services, our team will provide guidance and training for your investment committee and participants, along with ongoing oversight of your plan's investments.