In this episode of The Purpose-Focused Advisor, Rob sits down with Nick Wolverton, the owner of Peak Financial Management. Nick shares his inspiring journey from nonprofit fundraising to owning a purpose-driven financial planning firm. Learn how his faith and commitment to relational depth have created a unique approach to serving clients. Advisors will take away valuable lessons on integrating personal values into professional practices and building trust that stands the test of time.

Key Takeaways: 

• Transition with Purpose (00:59) – Nick reveals how his experience in nonprofit fundraising laid the foundation for his relational approach to financial advising.
• Iterative Relationships (07:20) – Financial advice is a journey, and understanding clients' deepest needs evolves over time.
• Faith in Practice (12:00) – Asking clients, “How can I pray for you?” has been a cornerstone of Nick’s client care, resonating across worldviews.
• Succession Planning Done Right (17:50) – The ownership transition of Peak Financial shows the power of planning with trust and shared values.
• Growth vs. Culture (30:45) – Nick explores the challenges of expanding his team while maintaining the intimate culture that defines his firm's success.

Nick Wolverton: "You don’t have to understand everything about your clients immediately. Trust takes time, and understanding their goals is an iterative process."

Rob Brown: "Intentionality is key. When you’re intentional about growth, culture, and client care, you can scale your business without losing what makes it special."

About Nick Wolverton: Nick Wolverton brings a unique approach to financial planning for retirees, young business owners, and wealth inheritors. Focusing on simplicity, collaboration, and purpose, he helps retirees transition after their working years, guides business owners to balance growth with contentment, and supports inheritors with the emotional complexities of wealth. As a Certified Kingdom Advisor® (CKA®), Nick integrates biblical principles into his advice, offering clarity on financial decisions and life’s deeper questions. His goal is to help clients find purpose and lasting satisfaction in all seasons of life.

Connect with Nick Wolverton: 

Website: https://www.peakfinancialmanagement.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/nickwolverton/

Episode References:

• Truest Fan Coaching
• Business Optimization Scorecard

Connect with Rob Brown:

Website: http://truestfan.com/ 

LinkedIn: https://www.linkedin.com/in/truestfan/ 

YouTube: https://www.youtube.com/@truestfancoaching