Navigating
the world of investing

 

Understanding
your goals

 

Looking ahead towards
your future

 

Navigating
the world of investing

McPeake & Company is a fee-only financial planning and wealth management firm located in the San Francisco Bay Area. We are fiduciaries, and as such, always put our client’s interests first. We aim to provide our clients with the highest quality service at a reasonable price and with complete transparency.

FINANCIAL PLANNING

McPeake & Company provides personalized financial planning services to help you create a roadmap for achieving your financial goals. Whether you are investing for the first time, saving for college, or planning for retirement, we help you prepare for your financial future.

How can we help you plan for your family's future?

WEALTH MANAGEMENT

We are firm believers in the passive approach to financial investing. McPeake & Company listens closely to each of our client’s investment goals, time horizon and risk tolerance to build well-diversified global portfolios of low-cost index funds (ETFs).

What wealth management strategies are right for you?

ABOUT US

Eileen McPeake, Principal, has a passion for helping people invest their money wisely. She understands how intimidating investing hard-earned savings and planning for a financial future can be. She enjoys working with clients to develop a smart path forward.

Learn about who we are and how we can help.