PeterAlexander was founded in 1991 to provide comprehensive financial planning to successful individuals, their families, their businesses, their key employees, and their professional advisors. The need for quality, objective planning was evident by the competition's practice of using the planning process as a masquerade designed to sell the latest product being marketed by management. In fact, it was from just that type of environment the founder, Rick Hellberg, fled.

PeterAlexander was founded to deliver what the client needed to pursue his/her goals, not the goals of the firm. Hellberg believed then and even more so today, that providing the best solutions for the client's needs will create a lasting relationship for both client and advisor.

We continually strive to maintain our position as one of the best providers of financial advice in the marketplace. And, we realize, that alone is not enough.

In 2003, it became apparent that something was missing in our approach. We were excellent at understanding our clients' financial situations and uncovering their financial goals. We developed plans that helped clients: reduce or eliminate their taxes; educate their children; fund their retirements; pass their businesses on to their children, employees or third parties at fair value and create programs to attract and retain valuable employees. We had even been able to help many clients balance their portfolios to maintain their value through the market crash of 2000 to 2002 without sacrificing the growth that followed.

But in 2003, we re-examined our approach. Our goal was to help our clients at a very deep level, to make their family ties stronger, to pass on the things that meant most to them, to make sure the way they handled their money and their estate planning was a true reflection of what mattered most to them. Thanks to this client's candor, we realized we weren't doing that, we weren't even coming close.

Thus began the journey that has brought PeterAlexander to where we are today and will enable us to continually improve our service over the coming years and decades. It has resulted in the Legacy services we offer to clients today. The ability to pass on to future generations not only your financial assets, but all your assets, including your hopes, dreams, visions and principals is the result of Legacy Planning.