PeterAlexander was founded in 1991 by Rick Hellberg to provide comprehensive financial services to individuals, families, and businesses. The need for quality, objective planning was of the utmost importance to Rick as he started this journey and remains so today.

PeterAlexander delivers what clients need to pursue their goals, not the goals of the firm. We believe that providing sound advice designed for our client’s needs will create a lasting relationship for both client and advisor.

We seek to understand our client’s financial situation, their objectives and their wishes. The plans we develop address reducing taxes, funding retirement and other major life events, legacy planning and business succession.

The goal at PeterAlexander is to help our clients at a very deep level—to make their family ties stronger, to pass on the things that mean the most to them, and to make sure the way they handle their money and their estate planning is a true reflection of what matters most to them. Our Legacy services help our clients enhance their ability to pass on to future generations not only their financial assets, but all their assets, including their hopes, their dreams, their visions, and their principles.