The firm was founded by Ben Shrader in 2012. After starting in the industry right out of college in 2008, he worked three years at two financial firms before setting out to build an independent firm centered around core principals, values, and long-term client relationships. Ben worked on his own until Erin Muterspaugh joined the firm in 2018, and the rest is history. In recent years we have seen tremendous growth and have expanded with multiple new team members. We plan to keep growing and look forward to what the future holds.
The name PeakValley Wealth came from a discussion sitting at a coffee shop talking about what name would best represent who we are and what we do. The areas in which we live and work are defined by the peaks of the Blue Ridge and Appalachian Mountains, as well as the valleys of Roanoke and New River, thus “PeakValley” was born. While our regional presence was the primary idea behind our name, we also think it embodies what is true of a long-term investment process. As much as we’d like everything to be a straight line up, that is not true of investing, and it’s not true of life. There will be “Peaks” and “Valleys”, but the difference in the outcome is made by the path we take and how we respond to what the future holds. We plan to be there every step of the way guiding your financial future.
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