Business Details
14 Years
experience
Your Trusted Financial Advisers in Roanoke, VA
PeakValley Wealth is a regional wealth management firm founded in 2012 by Ben Shrader, dedicated to providing personalized financial advisory services to individuals, families, and businesses. With offices in Roanoke, Tazewell (VA), and Princeton (WV), the firm combines youth and experience to guide clients through financial planning, investment management, and retirement strategies. Our philosophy emphasizes long-term client relationships, transparent fee structures, and customized plans aligned with individual goals.We serve clients across Southwest Virginia, Southern West Virginia, and select other states, prioritizing fiduciary responsibility and ongoing support. Our team includes certified professionals with diverse backgrounds in finance, economics, and portfolio management, committed to navigating market complexities while prioritizing client peace of mind.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Optimization
Estate Planning
Business Retirement Plans
Portfolio Design
Risk Management
Debt Planning
Education Funding
Details
- Year established: 2012
Highlights and features
- We offer personalized financial plans tailored to your unique life goals.
- Our team combines decades of industry experience with innovative investment strategies.
- Transparent fee structures ensure no hidden costs in our advisory services.
- We specialize in navigating regional economic landscapes across Virginia and West Virginia.
- Ongoing portfolio monitoring adapts to market changes and evolving client needs.
Associations and certifications
- SEC Investment Advisor
What people say
Personalized financial plans
Transparent fee structures
Knowledgeable advisors
Ongoing support
Regional expertise
Services
Financial Planning
Our financial planning service creates customized roadmaps for clients by analyzing income, expenses, goals, and risk tolerance. We address retirement, education funding, debt management, and estate planning to ensure comprehensive wealth management. With a focus on long-term adaptability, plans are regularly updated to reflect life changes and economic shifts.
Investment Management
We design and actively manage diversified investment portfolios aligned with client objectives, using rigorous asset allocation and risk assessment. Our strategies emphasize tax optimization, performance tracking, and rebalancing to navigate market fluctuations while maintaining focus on long-term financial goals.
Business Retirement Plans
Specializing in ERISA 3(38) fiduciary services, we help businesses establish and manage 401(k) and 403(b) plans. Our support includes investment selection, fee analysis, employee education, and compliance to ensure retirement plans benefit both employers and employees effectively.
Tax Optimization
We integrate tax-efficient strategies into investment and estate planning through loss harvesting, income timing, and structure optimization. Our goal is to minimize tax liabilities while aligning with broader financial objectives and regulatory requirements.
Estate Planning
Our estate planning service coordinates with legal professionals to create strategies for asset distribution, tax reduction, and legacy preservation. We focus on ensuring client wishes are fulfilled through trusts, wills, and beneficiary designations while maintaining liquidity for heirs.
People
Ben Shrader
Founder & Financial Advisor
Ben founded PeakValley Wealth in 2012 after gaining industry experience at major firms. A Certified Financial Planner, he specializes in creating transparent, client-focused strategies rooted in his West Virginia upbringing and passion for financial education.
Erin Muterspaugh
Director of Operations
Erin joined in 2018, bringing marketing expertise and operational leadership. With a business administration background, she manages firm operations and client relationships, leveraging her Roanoke College experience and community involvement.
Zach Cline
Financial Advisor
A Tazewell native with military and dental practice management experience, Zach joined in 2025. He holds an MBA and focuses on personalized financial guidance, combining technical skills with a client-first approach to wealth management.
Jon Robinson
Portfolio Manager
Jon collaborates with Brandon Langley on investment strategies, applying systematic processes developed since 2003. As CEO of Blueprint Investment Partners, he emphasizes behavioral discipline and data-driven decisions to enhance client outcomes.
Brandon Langley
Portfolio Manager
Brandon joined in 2022, specializing in objective, data-driven investment approaches. With economics degrees and post-crisis research experience, he focuses on maintaining client financial discipline during market volatility through evidence-based portfolio management.
Questions
What services does PeakValley Wealth offer?
We provide financial planning, investment management, retirement strategies, tax optimization, and business retirement plans tailored to individual and corporate needs.
Are you fiduciaries?
Yes, we act as ERISA 3(38) fiduciaries for retirement plans, prioritizing client interests in all investment decisions.
Do you serve clients outside Virginia and West Virginia?
While based in Virginia and West Virginia, we serve clients in multiple U.S. states through virtual consultations and travel.
How are your fees structured?
Our fees are transparent and based on assets under management, with no hidden costs or commissions.
What investment strategies do you use?
We employ diversified portfolio design, active risk management, and tax-efficient strategies aligned with client goals and risk tolerance.
