At the McPeak Investment Group, we seek to apply our service-oriented philosophy to a very select group of clientele who deserve the highest level of service and professionalism. Our clients need and want an investment professional who will listen to them, care about them, and provide a level of service and attention that meets their needs and exceeds their expectations.
Every year since 2011, members of the group have been named to Barron's exclusive ranking of America's Top 1,200 Financial Advisors.
*(2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018 Neil McPeak) The Barron’s Top 1,200 Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.
For the last three years, members of the group have been listed on the Financial Times' list of the top 400 Financial Advisors in the country.
*(2016, 2017, 2018 Neil McPeak) The Financial Times 400 Financial Advisers rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components
In 2018, Neil McPeak, Managing Director – Investments, was ranked No. 43 by Forbes magazine in its annual list of Best-in-State Wealth Advisors.
Our ten team members – including financial advisors and client associates – are backed by more than 100 years of combined industry experience, ensuring your financial investment needs are being tended to by diligent professionals.
Among our six financial advisors, we are proud to have maintained industry-related designations, certifications, and collegiate degrees.
• Four CERTIFIED FINANCIAL PLANNER™ professional designations (Neil McPeak Jr., Michael Weeks, Louis Perfetti, Joseph Fumo)
• Three Master of Science in Personal Financial Planning (Michael Weeks, Louis Perfetti, Joseph Fumo)
• One Master of Business Administration (Eric DeAngelis)
• One Certified Investment Management Analyst® designation (Eric DeAngelis)