Broker Check

Randy Peters


Mission Statement

Randy Peters providesinvestment and portfolio management services for individuals and businesses using the 8 Wealth Management Issues philosophy of holistic planning. Randy utilizes objective-based and time horizons along with an analysis of income tax planning to meet the income or future income goals of our clients. Randy feels that there is extra value added to our client relationships -- We call it our “Unfair Advantage” -- 25-years of experience advising clients on income taxes and Randy’s affiliation as an Investment Advisor Representative of H D Vest Advisory Services(SM) is his “Unfair Advantage” which makes him unique.