Old Peak Finance

James Mosher is a CFP® professional with seven years of industry experience. He has worked at Old Peak Finance since 2024 and previously held roles at Bluesky Wealth Advisors and Merit Wealth Management. His background also includes consulting through Grant Mosher Consulting, LLC. Old Peak Finance is a fee-only wealth management firm serving individuals, families, trusts, and estates, primarily those in their prime earning years or with higher net worth. The seven-advisor team uses an evidence-based, asset-class investment approach with broadly diversified portfolios, tailoring asset allocation to clients’ goals and risk tolerance.

Daniel Routh is a CFP® professional with eight years of industry experience. He has been with Old Peak Finance since 2019 and previously worked at Exencial Wealth Advisors from 2016 to 2019. Old Peak Finance is a fee-only wealth management firm serving individuals, families, trusts, and estates, focusing primarily on clients in their prime earning years and higher-net-worth segments. The firm employs an evidence-based, asset-class investment approach, offering diversified portfolios using mutual funds and ETFs, with tailored asset allocation based on clients’ goals and risk tolerance.

Theodore Waechter is a CFP® with 15 years of experience in financial advising, currently serving at Old Peak Finance since 2010. He holds Series 63 and Series 65 licenses and is based in Chapel Hill, NC. Old Peak Finance is a fee-only wealth management firm serving individuals, families, trusts, and estates, with a focus on clients in their prime earning years and many with higher-net-worth profiles. The seven-advisor team employs an evidence-based, asset-class investment approach using broadly diversified portfolios tailored to clients’ goals, risk tolerance, and life stage.

Audrey Kayser is a CFP® professional with experience at Old Peak Finance since 2023. Prior to joining Old Peak, she worked at Wallace & Nordan, LLP and the Community Empowerment Fund, and she was a full-time student until 2019. Old Peak Finance is a fee-only wealth management firm serving individuals, families, trusts, and estates, primarily those in their prime earning years and higher-net-worth clients. The firm employs an evidence-based, asset-class investment approach, managing diversified portfolios with mutual funds and ETFs tailored to clients’ goals and risk tolerance.

Danielle Hochstetter is a CFP® professional with two years of industry experience, currently serving at Old Peak Finance, LLC. Prior to joining Old Peak Finance in 2022, she worked at Silicon Valley Wealth Advisors and held various roles outside the financial industry. She is also the owner of Grand Cru Tea, a retail loose-leaf tea business. Old Peak Finance is a fee-only, SEC-registered wealth management firm serving individuals, families, trusts, and estates, primarily those in their prime earning years and many with higher-net-worth profiles. The seven-advisor team employs an evidence-based, asset-class investment approach, constructing diversified portfolios tailored to clients’ goals and risk tolerance.

Erin Vickery is a CFP® professional at Old Peak Finance with eight years of industry experience. She has worked at several firms, including Sankalpa Financial and Cambridge Investment Research Advisors. Vickery is based in Chapel Hill, NC, and holds the Series 66 designation. Old Peak Finance is a fee-only, SEC-registered wealth management firm serving individuals, families, trusts, and estates. The firm employs an evidence-based investment approach, constructing diversified portfolios tailored to clients’ goals and risk tolerance, and manages approximately $575 million across its seven-advisor team.

Justin May is a CFP® professional with three years of industry experience. He is currently with Old Peak Finance, where he has worked since 2023. Prior to that, he held roles at Triad Financial Advisors, Zeutenhorst Financial, Martin Wardin and Eissner Financial Group, Mission Wealth Management, CENCAL Health, and the University of California, Santa Barbara. Old Peak Finance is a fee-only, SEC-registered wealth management firm serving individuals, families, trusts, and estates, primarily those in their prime earning years or with higher net worth. The firm employs an evidence-based, asset-class investment approach, constructing diversified portfolios tailored to clients’ goals, risk tolerance, and life stage.