WHO WE ARE

OUR COMPANY

PeterAlexander was founded in 1991 by Rick Hellberg to provide comprehensive financial services to individuals, families, and businesses. The need for quality, objective planning was of the utmost importance to Rick as he started this journey and remains so today.

PeterAlexander delivers what clients need to pursue their goals, not the goals of the firm. We believe that providing optimum solutions designed for our client’s needs will create a lasting relationship for both client and advisor.

We understand our client’s financial situations and financial goals. The plans we develop help our clients to reduce their taxes, educate their children, fund their retirements, pass their businesses on at fair value, and create programs to attract and retain valuable employees.

The goal at PeterAlexander is to help our clients at a very deep level—to make their family ties stronger, to pass on the things that mean the most to them, and to make sure the way they handle their money and their estate planning is a true reflection of what matters most to them. Our Legacy services help our clients enhance their ability to pass on to future generations not only their financial assets, but all their assets, including their hopes, their dreams, their visions, and their principles.

YOUR TEAM

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Rick Hellberg, CHFC, CLU

President & CEO
610.940.1441
rhellberg@peteralexanderinc.com

Michael Diaz

Financial Advisor
484.686.1629
mdiaz@peteralexanderinc.com

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