Pebble Valley Wealth Management

Pebble Valley Wealth Management is an independent Registered Investment Advisor dedicated to helping individuals and small businesses achieve their financial goals by providing them with recommendations and comprehensive financial management. Kirk Kreikemeier, CFA^®, FSA, is the principal and representative of the firm.

As an independent advisor, Kirk has the flexibility to recommend any combination of products, assets and services without being confined to or motivated to focus on any one company's suite of products or services.

As an experienced institutional portfolio manager and actuary, Kirk values tools that provide insight using quantitative rigor in the methodology while presenting the results in a concise, intuitive manner. ESPlanner does this very well for the financial planning component while Morningstar provides the investment data and tools for ongoing portfolio management.