# Peak American Investment Advisors > Peak American Investment Advisors, Inc. is a fiduciary, fee-only, boutique wealth management and financial planning firm founded in 1993 and headquartered in Plano, Texas, with offices in Plano, Southlake, and Rockwall. The firm serves pre-retirees and retirees — clients it calls "America's Overachievers," typically ages 50–75 with $500,000–$5M in investable assets — with retirement income planning, tax strategy, wealth management, estate/legacy coordination, and insurance coordination. Peak American Investment Advisors, Inc. is an SEC-registered investment adviser. As a fiduciary, the firm is legally required to act in each client's best interest, and it is compensated on a fee-only basis (on assets under management) rather than through commissions. The practice is boutique by design, pairing true partnership with concierge-level service and more than 125 years of combined advisory experience. - Website: https://peakamericanfinancial.com - Headquarters: 2400 Dallas Parkway, Suite 100, Plano, TX 75093 - Phone: (972) 212-9292 - Offices: Plano (HQ), Southlake, and Rockwall, Texas - Founded: 1993 - Positioning: Fiduciary · Fee-only · Boutique wealth management for pre-retirees and retirees - Compliance note: Content is for general educational purposes only and is not investment, legal, or tax advice. ## Main Pages - [Peak American Investment Advisors — Home](https://peakamericanfinancial.com/): Boutique fiduciary wealth management for pre-retirees and retirees. Real relationships, smart technology, and guidance when it matters most. Founded 1993. - [Who We Serve](https://peakamericanfinancial.com/who-we-serve/): The pre-retirees and retirees Peak American serves ("America's Overachievers," ages 50–75, $500K–$5M investable) and what its ideal clients have in common. - [Why Peak American](https://peakamericanfinancial.com/why-peak/): What makes Peak American different — fiduciary, fee-only on AUM, and boutique by design since 1993. - [FAQs](https://peakamericanfinancial.com/faqs/): Answers to common questions about working with a fiduciary, fee-only advisor at Peak American. - [Request a Consultation](https://peakamericanfinancial.com/request-an-appointment/): Schedule a complimentary, no-obligation consultation with a fiduciary financial advisor. ## Locations - [Financial Advisor in Plano, TX (Headquarters)](https://peakamericanfinancial.com/plano/): Fiduciary financial advisor headquartered in Plano, TX since 1993, serving Collin County and North Dallas pre-retirees and retirees. - [Financial Advisor in Southlake, TX](https://peakamericanfinancial.com/southlake/): Fiduciary, boutique wealth management for successful Southlake and Northeast Tarrant County families. - [Financial Advisor in Rockwall, TX](https://peakamericanfinancial.com/rockwall/): Fiduciary financial advisor serving Rockwall County, TX with boutique wealth management for pre-retirees and retirees. ## Financial Planning Solutions (Services) - [Wealth Management](https://peakamericanfinancial.com/wealth-management/): Boutique, fiduciary wealth management for high-net-worth pre-retirees and retirees; fee-only on assets under management. - [Retirement Income Solutions](https://peakamericanfinancial.com/retirement-income-solutions/): Tax-smart retirement income planning covering Social Security timing, IRMAA, and withdrawal strategy. - [Retirement Tax Strategy](https://peakamericanfinancial.com/retirement-tax-strategy/): Year-round retirement tax planning including Roth conversions, RMDs, and asset location. - [Estate Planning & Legacy Coordination](https://peakamericanfinancial.com/estate-planning-legacy-coordination/): Estate planning coordination with partner attorneys — trusts, wills, and wealth transfer. - [Insurance Coordination](https://peakamericanfinancial.com/insurance-coordination/): Life insurance and long-term-care coordination integrated with your overall wealth plan. ## About & Team - [Our Team](https://peakamericanfinancial.com/team/): Meet the fiduciary advisors, portfolio manager, and dedicated support team behind Peak American. - [Careers at Peak American](https://peakamericanfinancial.com/careers/): Career and hiring opportunities to join the Peak American team in the DFW area. - [Matthew McIntyre, CEO](https://peakamericanfinancial.com/team/matthew-mcintyre/): Chief Executive Officer of Peak American Investment Advisors. - [Robert Blair, CFP®](https://peakamericanfinancial.com/team/robert-blair-cfp/): Portfolio Manager providing fiduciary investment oversight. - [Scott Schwitzer](https://peakamericanfinancial.com/team/scott-schwitzer/): Director of Wealth Management. - [Kristin Riesgo](https://peakamericanfinancial.com/team/kristin-riesgo/): Fiduciary financial advisor. - [Luke Schlenker](https://peakamericanfinancial.com/team/luke-schlenker/): Fiduciary financial advisor. - [Cliff Bassett](https://peakamericanfinancial.com/team/cliff-bassett/): Fiduciary financial advisor. - [John Gacesa](https://peakamericanfinancial.com/team/john-gacesa/): Fiduciary financial advisor. - [John Congdon](https://peakamericanfinancial.com/team/john-congdon/): Fiduciary financial advisor. - [Austin Garron](https://peakamericanfinancial.com/team/austin-garron/): Fiduciary financial advisor. - [Scott Williams](https://peakamericanfinancial.com/team/scott-williams/): Fiduciary financial advisor. - [Lori Dunn](https://peakamericanfinancial.com/team/lori-dunn/): Member of the dedicated team supporting advisors and clients. - [Jacob Tindall](https://peakamericanfinancial.com/team/jacob-tindall/): Member of the dedicated team supporting advisors and clients. ## Resources & Tools - [Insights (Blog)](https://peakamericanfinancial.com/insights/): Financial planning insights, retirement strategy, tax planning, and market commentary from Peak American's fiduciary advisor team. - [Financial Calculators](https://peakamericanfinancial.com/financial-calculators/): Free retirement, investment, and tax calculators to model your financial future. - [Retirement Roadmap Guide (PDF)](https://peakamericanfinancial.com/wp-content/uploads/2026/06/Peak-Retirement-Roadmap.pdf): A free downloadable guide to retirement income, taxes, and long-term financial peace of mind. ## Insights — Topic Categories - [Retirement & Financial Planning](https://peakamericanfinancial.com/insights/category/retirement-financial-planning/): Retirement planning, income strategy, and pre-retirement guidance. - [Tax Strategies](https://peakamericanfinancial.com/insights/category/tax-strategies/): Tax planning, Roth conversion guidance, and retirement tax strategy. - [Estate Planning](https://peakamericanfinancial.com/insights/category/estate-planning/): Estate planning, legacy strategy, and wealth transfer guidance. - [Private Wealth Planning](https://peakamericanfinancial.com/insights/category/private-wealth-planning/): Insights for high-net-worth private wealth planning. - [Social Security](https://peakamericanfinancial.com/insights/category/social-security/): Social Security claiming strategy and benefit guidance. - [Divorce Financial Planning](https://peakamericanfinancial.com/insights/category/divorce-financial-planning/): Financial planning guidance through divorce. - [Generational Wealth Planning](https://peakamericanfinancial.com/insights/category/generational-financial-plan/): Building and preserving multi-generational wealth. - [Investment Advisory](https://peakamericanfinancial.com/insights/category/investment-advisory/): Investment advisory insights and portfolio guidance. - [Markets](https://peakamericanfinancial.com/insights/category/markets/): Market insights and commentary. - [Economic Insights](https://peakamericanfinancial.com/insights/category/economic-insights/): Economic analysis relevant to financial planning. - [Tariffs & Trade](https://peakamericanfinancial.com/insights/category/tariffs/): How tariffs and trade policy can affect investors. - [The Peak Pour](https://peakamericanfinancial.com/insights/category/the-peak-pour/): The Peak American coffee club series. ## Insights — Articles - [Boutique Wealth Advice for the Rest of Us](https://peakamericanfinancial.com/insights/wealth-pros-cater-top-tier-care-for-few-you-deserve-better/): Why boutique wealth advice shouldn't be reserved for only the ultra-wealthy. - [Why Boutique Advisors Win When It Matters Most](https://peakamericanfinancial.com/insights/why-boutique-advisors-win-when-it-matters-most/): The advantages of a boutique advisor during the moments that matter. - [You've Built Significant Wealth — Now What?](https://peakamericanfinancial.com/insights/youve-built-significant-wealth-now-what/): Next steps for high-net-worth individuals who have accumulated significant wealth. - [How to Build Multi-Generational Wealth That Lasts](https://peakamericanfinancial.com/insights/how-to-build-a-multi-generational-wealth-plan-that-lasts/): Building a wealth plan designed to last across generations. - [Defining Family Success in Wealth Planning](https://peakamericanfinancial.com/insights/defining-family-success-crafting-a-vision-for-multigenerational/): Crafting a shared family vision for multi-generational wealth. - [Common Financial Planning Mistakes to Avoid](https://peakamericanfinancial.com/insights/common-financial-planning-pitfalls-and-how-to-avoid-them/): Frequent financial planning pitfalls and how to avoid them. - [Maximizing Wealth Through Strategic Planning](https://peakamericanfinancial.com/insights/maximizing-wealth-through-strategic-financial-planning/): Growing wealth through disciplined, strategic financial planning. - [Essential Tips for Financial Planning Success](https://peakamericanfinancial.com/insights/essential-tips-for-financial-planning-success/): Practical tips for successful financial planning. - [Financial Investment Planning: A Guide for Retirees](https://peakamericanfinancial.com/insights/mastering-financial-investment-planning-a-comprehensive-guide/): A comprehensive guide to investment planning for retirees. - [Why It's Time to Review Your Estate Plan](https://peakamericanfinancial.com/insights/why-now-is-the-time-to-review-your-estate-plan/): Reasons to review and update your estate plan now. - [How Trusts Protect Your Wealth and Legacy](https://peakamericanfinancial.com/insights/protect-your-wealth-and-legacy-with-a-trust/): How trusts help protect wealth and preserve a legacy. - [How to Manage an Inheritance the Right Way](https://peakamericanfinancial.com/insights/managing-an-inheritance/): A framework for managing an inheritance wisely. - [How to Maximize Your 401(k) in Retirement](https://peakamericanfinancial.com/insights/maximizing-your-401k-what-you-need-to-know/): What you need to know to maximize your 401(k). - [Inflation and Your Retirement: What to Know](https://peakamericanfinancial.com/insights/inflation-and-your-wealth-what-you-need-to-know/): How inflation affects retirement and your wealth. - [How and When to Rebalance Your Portfolio](https://peakamericanfinancial.com/insights/rebalancing-your-portfolio/): Why, how, and when to rebalance an investment portfolio. - [Behavioral Finance: Why Smart Investors Slip Up](https://peakamericanfinancial.com/insights/behavioral-finance-why-smart-investors-make-emotional-decisions/): How emotion drives investing mistakes and how to avoid them. - [Social Security Benefits for Divorced Spouses](https://peakamericanfinancial.com/insights/how-do-social-security-benefits-work-for-an-ex-spouse/): How Social Security benefits work for an ex-spouse. - [Navigating Divorce with Financial Confidence](https://peakamericanfinancial.com/insights/navigating-divorce-with-confidence/): Financial guidance for navigating divorce. - [The Why Behind Giving: Purpose-Driven Philanthropy](https://peakamericanfinancial.com/insights/the-why-behind-giving-how-purpose-transforms-philanthropy/): How purpose transforms charitable giving and philanthropy. - [One Big Beautiful Bill Act: Key Tax Changes](https://peakamericanfinancial.com/insights/the-one-big-beautiful-bill-act-key-tax-changes-starting-2025/): Key tax changes from the One Big Beautiful Bill Act starting 2025. - [Preparing for Tax Day 2025: Deadlines & Strategy](https://peakamericanfinancial.com/insights/preparing-for-tax-day-2025-key-deadlines-strategies/): Key deadlines and strategies for Tax Day 2025. - [Trump Accounts Explained](https://peakamericanfinancial.com/insights/trump-accounts/): An explanation of "Trump Accounts" and what they mean for savers. - [Tariffs and Your Portfolio: What Investors Should Know](https://peakamericanfinancial.com/insights/tariffs-and-your-wallet-what-every-investor-should-know/): How tariffs can affect your portfolio and finances. - [Navigating Tariff Uncertainty in Your Portfolio](https://peakamericanfinancial.com/insights/navigating-tariff-uncertainty-with-patience-and-perspective/): Managing portfolio decisions amid tariff uncertainty. - [Introducing The PEAK Pour Coffee Club](https://peakamericanfinancial.com/insights/introducing-the-our-new-coffee-club-the-peak-pour/): An introduction to Peak American's PEAK Pour coffee club. ## Optional - [Site Map](https://peakamericanfinancial.com/site-map/): Full HTML site map of Peak American's pages. - [Client Portal Login](https://peakamericanfinancial.com/client-access/): Secure login for existing Peak American clients. - [Privacy Policy](https://peakamericanfinancial.com/privacy-policy/): How Peak American collects, uses, and protects personal information.