About Us

We’re committed to recommending solutions that fit your personal needs and put your best interests first

We specialize in financial planning for the mature investor

Ever since our CEO Matthew McIntyre opened our doors in 1994, the family of Peak Trust Financial Companies has been dedicated to serving the financial needs of retirees and those approaching retirement age. 

Elderly couple holding grandkids

Our Values​

Our company has always conducted itself based on the golden rule, “Do unto others as you would have them do to you”. This rule is used not just in the way we conduct business with our clients, but also in the way we treat our employees.

The Peak Trust Family of Companies

Peak Trust Financial Group includeds a family of companies dedicated to serving the financial needs of retirees and those approaching retirement age.

Client Services

Peak Trust has a genuine concern for its employees, and it shows. We believe that giving is really receiving. Our corporate mission statement is found in Luke 6:31, “Do to others as you would like them to do to you”. In doing this, we strive to care for the well-being of our clients and employees.

The Dallas Morning News ranked Peak Trust Financial Companies, Inc. among the top companies on its annual list of 100 Best Places to Work in the Dallas-Fort Worth Metroplex.