Brad Whitten

At Pikes Peak Financial Group, we believe in building strong relationships with our clients, providing personalized service, and delivering expert advice in all areas of finance. Our team of professionals is dedicated to helping individuals and businesses navigate the complex world of financial planning, tax preparation, and accounting services. We understand that each client has unique needs and goals, and we strive to tailor our services to meet those needs.

Our firm was founded on the principles of integrity, trust, and commitment to excellence. We are passionate about providing high-quality services that go beyond the standard tax compliance and accounting. Our goal is to be a trusted advisor to our clients, helping them make informed decisions that align with their personal and business objectives.

Meet Our Team

Our team consists of experienced professionals who are dedicated to providing exceptional service to our clients. We have a diverse background in finance, accounting, and business management, allowing us to offer a broad range of services and expertise. Our team is committed to staying up-to-date with the latest developments in tax laws, accounting standards, and financial planning strategies to ensure that our clients receive the most accurate and relevant advice.

Our Values

At Pikes Peak Financial Group, we value:

1. Integrity: We believe in maintaining the highest level of professionalism and ethics in all our interactions with clients and stakeholders.

2. Trust: We strive to build long-term relationships with our clients based on trust, respect, and open communication.

3. Commitment to Excellence: We are dedicated to delivering high-quality services and exceeding our clients' expectations.

4. Personalized Service: We understand that each client is unique and deserves personalized attention and tailored solutions.

5. Continuous Learning: We believe in ongoing education and training to stay current with the latest trends and developments in finance and accounting.

Client Reviews

We are proud of the positive feedback we have received from our clients. Here are a few testimonials:

"Brad at Pikes Peak Financial Group is a wizard when it comes to tax planning. Owning a business can be overwhelming when it comes to payroll, taxes, business structure, and QuickBooks. They have taken care of everything for us while maintaining a friendly and positive perspective. I am incredibly thankful for their support and expertise!" - Kainen Thomas

"Love that Brad is willing to plan tax strategies out instead of being reactive. Industry built to be reactive and that can only do so much. Brad was a referral from a friend and he has been an awesome resource. For example, he allows you to easily schedule a consultation (1 hour) at pretty much anytime. I appreciate the consultative approach. It's what the industry should look like." - Bryan Lee

"Brad and Pikes Peak Financial Group are wonderful. I've been working with Brad for years and he has always taken care of my family's and business' financial needs. He's very knowledgeable, patient, and always available to answer any questions I have. I would highly recommend them to anyone looking for a trusted and experienced financial advisor." - Mac Little

Services

We offer a wide range of services for individuals and businesses, including:

1. Tax Accounting: Whether it's for your family or your business, we provide the full suite of tax accounting services to serve you.

2. QuickBooks Services: Do you ever feel stuck trying to make your QuickBooks for your business work? Hate organizing all the entries? No matter what the question is, we can help.

3. CFO Services: Having a part-time Chief Financial Officer for your company is a game changer. It's our specialty and we've helped countless clients completely change their business for the better.

4. Strategy Business Planning: We've worked with thousands of clients in all sorts of industries. Come chat with us if you have any questions on the financial impacts of various situations you face as a business owner.

5. Payroll: Payroll can be a hassle. It can also be expensive to take care of in-house. We have the staff and expertise to take this pain away.

6. Financial Advisor Network: Trust is huge in our industry, so we've partnered with financial advisors we know you can trust to take care of you.