When You’re Here, We Put You First

We understand that serving you, your family or your business requires being attentive and responsive to your financial needs. You can expect a customized one-on-one experience and a high level of commitment from everyone on our team. We are committed to operating with transparency and being accessible to you – from our first meeting and throughout our partnership.

We are a firm that was built on a foundation of family. It’s how we run our business every day, and how we handle yours.

A Depth of Wealth Management Experience

With over 65 years of combined financial management experience, our team members come from a variety of backgrounds and educations. That’s why together, we are able to offer a well-rounded and personalized approach to managing your finances.

Fiduciary Standard of Care

As an independent investment advisor, we follow a fiduciary standard of care which is to always act in our client’s best interest.

Experienced Team

Our experienced team spans generations, educational disciplines and backgrounds. Working together on clients’ financial matters allows for each team member’s area of expertise to be put to its best use for each individual client.

Holistic Approach

We work with your other professional advisors, including accountants, attorneys, consultants and insurance specialists to ensure a coordinated and integrated approach to your financial goals.

Research-driven Investment Management

We construct personalized portfolios based on each client’s goals and objectives leveraging our institutional-caliber investment management process.

The Peddock Team

Peter E. Simmons, J.D.
Peter E. Simmons, J.D.
President | CEO
Managing Shareholder
Katelyn M. Simmons, CFP®
Katelyn M. Simmons, CFP®
Relationship Manager
Ian G. Browning, CFA®
Ian G. Browning, CFA®
Director, Investment Strategies
Shareholder
Matthew E. Simmons, CFP®
Matthew E. Simmons, CFP®
Wealth Advisor | Shareholder
Peddock
Peddock
Janice M. Lynch, CEEP
Janice M. Lynch, CEEP
Office Administrator