Peters Wealth Group

Rodney Peters is a financial advisor at Peters Wealth Group in Westerville, OH, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Aegis Wealth Management, Eastwind Capital Wealth Management, and Guardian Life Insurance. Outside of advising, he produces educational content through a podcast, YouTube channel, and radio show. Peters Wealth Group provides wealth management and financial planning primarily to individual clients and small businesses, offering services such as retirement and cash flow analyses, insurance and education-savings planning, and estate analysis. The firm uses both internally developed and third-party model portfolios, monitors accounts regularly, and holds free public educational seminars and workshops.

Steven Kurtz is a financial advisor at Peters Wealth Group in Westerville, OH, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Fidelity Investments, Capital Analysts, and Lincoln Investment. Outside of his advisory work, he is involved with Kurtz Collective, a real estate venture focused on identifying distressed properties. Peters Wealth Group provides wealth management and financial planning primarily to individual clients and small businesses, offering services such as cash flow and retirement analyses, insurance and education-savings planning, and estate analysis. The firm utilizes internally developed and third-party model portfolios, regularly monitors and rebalances accounts, and conducts public educational seminars and workshops.