Financial Advice. Personal Relationship.

PeakValley Wealth is a regional wealth management firm providing advisory services to individuals, families, and businesses. With a unique blend of youth and experience, we are here to help you manage your wealth wisely and guide you down the path to achieving your financial goals.

A Regional Presence

With offices in both Roanoke, VA and Princeton, WV, we are an independent firm deeply committed to servicing our clients and communities across the footprint of Southwest Virginia and Southern West Virginia. We also enjoy traveling to other areas to meet with our clients in multiple states across the country.

Our Story

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.

- PeakValley Wealth Team

Start the journey...

Ready to embark on your journey towards financial freedom? Complete the contact form below to schedule a meeting with one of our advisors. Together, we’ll create a customized plan tailored to your unique needs.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of PeakValley Wealth, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by PeakValley Wealth, LLC a Registered Investment Advisor in the States of VA & WV. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of VA & WV, or where otherwise legally permitted. Content should not be viewed as an offer to buy or sell securities, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. PeakValley Wealth, LLC is not engaged in the practice of law. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours. Images and photographs are included for the sole purpose of visually enhancing the website.

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