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Peak Wealth PlanningFinancial advisor in Chicago, IL

Peak Wealth Planning is a financial advisor at 4311 N Ravenswood Ave Ste 217, Chicago, IL 60613, ranked #12 of 125 wealth managers in Chicago and rated 5.0 from 16 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Chicago, ILUpdated 0 paid placements in any rankingHow we rank

Call (217) 303-5040Website ↗

Key facts

Key facts about Peak Wealth Planning
Address4311 N Ravenswood Ave Ste 217, Chicago, IL 60613Get directions
Phone(217) 303-5040
Websitepeakwealthplanning.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 16 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category

Service area

Serves Chicago and 12 towns within 25 miles: North Center, Uptown, Lincoln Square, Edgewater, Avondale, Albany Park, Logan Square, West Ridge, Lincoln Park, Irving Park, Rogers Park and Lincolnwood.

Based in Chicago, ILView on map

Opening hours

Opening hours for Peak Wealth Planning
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Peak Wealth Planning

How is Peak Wealth Planning ranked in Chicago?

Peak Wealth Planning is ranked #12 of 125 wealth managers in Chicago by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Peak Wealth Planning’s hours?

Peak Wealth Planning is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Peak Wealth Planning serve?

Serves Chicago and 12 towns within 25 miles: North Center, Uptown, Lincoln Square, Edgewater, Avondale, Albany Park, Logan Square, West Ridge, Lincoln Park, Irving Park, Rogers Park and Lincolnwood. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Peak Wealth Planning?

Peak Wealth Planning has a rating of 5.0 from 16 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Peak Wealth Planning?

Call Peak Wealth Planning on (217) 303-5040. The business is at 4311 N Ravenswood Ave Ste 217, Chicago, IL 60613. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Peak Wealth Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Peak Wealth Planning (this business)—655.0 (16)NoNo
MTD Financial & MTD Wealth Management#10655.0 (66)NoNo20.6 mi
SC Wealth Advisors#13645.0 (33)YesNo16.6 mi

See all 125 ranked wealth managers in Chicago