At The Peake Financial Group, every client is at the center of everything we do.

Kathy Peake founded this firm with a deeply personal mission: to ensure that women—especially those navigating major life transitions—receive the clarity, care, and professional guidance they deserve. Far too many women have faced life-changing decisions without the financial support or education needed to feel confident. Kathy created an independent firm so clients receive unbiased advice, personalized attention, and strategies designed solely for their well-being.

Kathy’s approach blends decades of financial experience with a teacher’s heart, making even complex topics simple, understandable, and empowering. Every woman is met where she is, heard fully, and guided with a plan tailored to her needs, values, and goals. No two clients are the same—which is why every financial plan, every conversation, and every recommendation is uniquely crafted.