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Holistic Financial Planning

We go beyond traditional financial planning with a holistic fiduciary approach engaging our clients in a broader and deeper planning relationship which incorporates all aspects of their life. 

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Image by Scott Graham

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LONE PEAK ADVISERS

© 2022 Lone Peak Advisers LLC

Investment & Financial Services through Lone Peak Advisers LLC

Headquarters

11650 South State Street

Suite 200

Draper, Utah 84020

Contact Information

info@lonepeakadvisers.com

801-855-8886

Disclosures

1. Form CRS (ADV Part 3)

2. ADV Part 2A

3. Privacy Policy

Lone Peak Advisers, LLC (LPA), is a Registered Investment Advisor. To Check on LPA’s CRD Registration status with FINRA, go to https://brokercheck.finra.org/  and enter CRD #296772 under “firm” tab. Additionally, to check LPA’s SEC Registrations status, go to https://adviserinfo.gov/ and enter SEC# 801-127627 under “firm” tab.  All offers made or implied are exclusively made by LPA on a discretionary basis and may not be honored outside the LPA network. Any investment recommendations are based on a fiduciary standard but still involve risk of loss. Returns are hypothetical and for illustration purposes only and are designed to reflect the advantages that could result by utilizing the services of a fiduciary advisor. The LPA Website and other content may discuss specific investment ideas, however these are subject to your risk tolerance and should not be considered advice or a recommendation. Consult your dedicated LPA Advisor for fiduciary recommendations suitable to your personal situation or the advice of your current financial or tax advisor.  . Investment Advisory services offered through Lone Peak Advisers, LLC. Securities offered through Transitional Broker, LLC is an SEC registered Broker-Dealer and Member FINRA/SIPC. 

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