Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Adam Peak, CFP®, AIF®
Hi, I'm Adam Peak. Thanks for stopping by.
I built this site to give you a quick glimpse into who I am and what I do as a financial advisor. I hope you feel welcome here.
Let’s skip the boring stuff for now.
I’m a proud dad to four incredible daughters. Nora is the oldest, followed by Clara and not long after she was born, we welcomed Emily and Samantha, our identical twins. Four girls in just three years makes life a little wild, a lot fun, and full of tag-team moments…usually against me.
My wife is an absolute rock. She juggles life as a mom of four and her work as a nurse at the Trinity Cancer Infusion Center in Brighton.
I started in financial services back in 2003, working in a rep’s office in Livonia, Michigan. I eventually moved into an operations management role at another firm, where I gained a unique behind-the-scenes view of how clients and advisors interact with the full landscape of financial tools and strategies.
I started in financial services back in 2003, working in a Financial Planning office in Livonia, Michigan. I eventually moved into an operations management role at another firm, where I gained a unique behind-the-scenes view of how clients and advisors interact with the full landscape of financial tools and strategies.
Over time, I transitioned into directly serving clients. Helping families understand their options and navigate key financial decisions. I also spent years coaching other advisors, helping them build stronger practices, streamline their systems, and deliver better results through thoughtful planning and smart use of technology.
Now, I’m in practice for myself. I launched Five Pines Financial to bring all of that experience together and offer real, relationship-driven financial advice for families.
If you have questions or just want to connect, I’d be happy to chat.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.