Singularly focused for your financial wellbeing.

The professionals at Peay and Company are singularly focused on helping our clients find their place of financial wellbeing. We are committed to doing whatever is necessary to help our clients reach this goal, while always being proficient, friendly, prompt and serving with complete confidentiality. 

We are an experienced team, united behind your financial wellbeing. Working with any of our advisors means you’re working with our entire team. We leverage our collective experience and expertise to ensure you receive the well-rounded guidance and knowledge designed for your unique circumstances.

We develop tailored portfolios and financial plans and manage the portfolio just for you with an eye toward your individual goals and preferences, including your charitable giving desires and your tax circumstances. Each strategy we employ is intended to balance growth potential with the appropriate level of risk, while furthering your financial goals.

You can rely on us to keep you up to date through scheduled calls and contacts. Doing so ensures that we keep you abreast of market and world events, and that we are up to date on your current goals and life events, and changes that might impact your goals and plan.  

Our relationship with you should be ongoing and grow stronger with time. We actively manage and review portfolios to ensure they stay consistent with your goals, using the original strategy as a guidepost. We commit our full capabilities as a team to your success, united behind the pursuit of your ideal financial future.

You can always rely on us to be here for you:  prompt, friendly, proficient and in complete confidentiality.