Broker Check

About Us

Path to Financial Freedom

Path to Financial Freedom

At Peak Path Retirement Advisors, we understand that retirement planning is much like navigating a mountainous journey. Our niche lies in serving individuals who are ready to embark on this adventure, seeking to secure their future while enjoying the present.

Financial strategies for life's peaks & Valleys

Our team constantly strives to help you live today while securing tomorrow. As specialists in retirement planning, we dedicate ourselves to building enduring financial strategies that adapt to the changing landscapes of life. We focus on tax planning, Social Security claiming and Medicare planning, long-term care, and helping you turn a lifetime of savings into an income you can't outlive.

Our TeamMeet the Team

We are an ensemble team, working together, to help our clients to and through retirement.

Michael R. Perkins, CFP®, RICP®

Michael R. Perkins, CFP®, RICP®

Retirement Advisor & Founder

781-561-0592

339-499-5367

michael.perkins@PeakPathRA.com

I am the Founder and a Retirement Advisor at Peak Path Retirement Advisors. My focus is helping clients with their most complex financial situations, and providing simplicity and clarity, to help them design a holistic and thorough...

Read more
Giordanio Nevil, CFP®, CRC®, CSSCS

Giordanio Nevil, CFP®, CRC®, CSSCS

Retirement Advisor

781-561-0562

339-499-5367

giordanio.nevil@PeakPathRA.com

I am an Associate Financial Planner at Peak Path Retirement Advisors, where my primary responsibilities include engaging and meeting with prospects and clients, generating revenue through calls and prospecting, and conducting portfolio...

Read more
Melissa Joyce

Melissa Joyce

Licensed Marketing & Communication Coordinator

781-561-0594

339-499-5367

melissa.joyce@PeakPathRA.com

I am the Licensed Marketing and Communication Coordinator at Peak Path Retirement Advisors, where I take charge of our events and marketing efforts, and design all of our collateral pieces. I have a passion for creativity and enjoy...
Read more
Cassie Foley

Cassie Foley

Sales Assistant

781-625-5295

339-499-5367

cassie.foley@PeakPathRA.com

I am proud to serve as a Sales Assistant at Peak Path Retirement Advisors. I joined the team in 2022, bringing with me nearly a decade of experience in the financial services industry. My journey began at First Investors in 2013, where...
Read more

Our ResourcesOur Resource Library

A proactive financial advisory firm committed to partnering with clients to uncover strategic insights, create unique financial visuals, and maximize value.

Our Process

March 26, 2023Maximize Wealth: Strategies for Success

Read more
Our History

March 26, 2023Top 5 Investment Tips to Secure Your Future

Read more
Our Values

March 26, 2023Navigating Retirement:
Stress-Free Transition

Read more

What People Say

Mike's decades-long guidance
in my personal financial needs
has been priceless. I've been
retired now over 6 years and I
am confident that the best
years of my life are ahead of
me!


- Carol G.

We’ve been so impressed with
their level of professionalism,
performance and efficiency
that we’ve recommended them
to numerous family members,
all of which are beyond
pleased.


- Evelyn G.

I knew I was in good hands
since the very first time we
met. Mike and his entire team
are like family. They are
caring, compassionate and
genuinely care about their
clients. Highly recommend!


- Kristen M.

This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial is not a guarantee of future performance or investment success, and the testimonial may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

Let's Create Something Great

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

Let's Get Started