About
Working to help employee-owners plan with clarity, confidence, and peace of mind.
My ESOP Planner is a resource created by Peak Wealth Planning, LLC, doing business as My ESOP Planner, to help employee-owners plan their financial future with clarity and confidence.
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For more than a decade, Peak Wealth Planning has specialized in helping employee-owners diversify concentrated ESOP holdings, transition to retirement, and build steady, tax-efficient income. Through My ESOP Planner, we aim to offer ESOP participants access to the clarity, strategy, and trusted advice they deserve.
While this site is designed specifically for ESOP participants, all financial planning and investment advisory services are provided through Peak Wealth Planning, LLC, a Registered Investment Adviser (RIA). You can read more about our firm and regulatory disclosures here.
Meet Peter Newman
Peter Newman, CFA®
Founder & President
Peter Newman founded Peak Wealth Planning in 2014 to provide financial planning and investment management for individuals who built their wealth through ESOP participation. Since its founding, Peter has focused on guiding employee-owners through diversification, retirement planning, and wealth preservation.
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He helps ESOP participants create a tax-efficient plan to transition from concentrated stock to sustainable retirement income. His goal is to help clients reduce estate taxes, protect family wealth, and gain peace of mind.
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Peter holds the Chartered Financial Analyst (CFA) designation, considered the gold standard for investment management. Before launching Peak Wealth Planning, he led Treasury Operations at the University of Illinois System, managing capital financing, insurance, agricultural assets, and $3 billion in operating and endowment investments.
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He is a regular speaker for the National Center for Employee Ownership (NCEO) and The ESOP Association (TEA), and is passionate about promoting financial wellness within employee-owned companies.
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Outside the office, Peter enjoys biking, skiing, pickle ball, and remodeling homes.
Credentials & Recognition
Chartered Financial Analyst (CFA) – Globally recognized as the gold standard in investment management
CFA Institute Charterholder Member – Committed to the highest standards of ethics, education, and professional excellence
Guest Contributor, Kiplinger — authored a series on retirement planning for ESOP participants
Featured guest on The ESOP Podcast – 3-part series covering the financial considerations of employee-owners preparing for retirement
Profiled by Opus Connect — “From Endowment to Wealth Management: The Mindset Shifts of Peter Newman” explores Peter’s transition to serving individual clients
Speaker, National Center for Employee Ownership (NCEO) – webinars and retirement planning education for employee-owners
Presenter, The ESOP Association (TEA) – national, regional, and state conferences and technical workshops
Peak Wealth Planning —Trusted advisor to ESOP participants since 2014
Ready to Talk?
You've learned who we are and how we help employee-owners like you prepare for a confident retirement. If you're ready to explore your ESOP diversification strategy with personalized, expert guidance, we invite you to connect with Peter for a no-obligation conversation.
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Schedule your free strategy session today and take the first step toward turning your ESOP wealth into lifelong financial independence.
