Olympus Peaks Financial

OLYMPUS PEAKS FINANCIAL · SANDY, UTAH

Your life.
Your priorities.
A clearer path.

Financial decisions are personal. Your plan should be, too. Bring your goals into focus with guidance built around the life you want to live.

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A PERSONAL APPROACH. A LONG-TERM PERSPECTIVE.Discover our approach ↓

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Olympus Peaks Management

Bookkeeping, fractional CFO guidance, payroll & QuickBooks support.

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MORE THAN YOUR PORTFOLIO

Good advice starts
with knowing you.

What do you want your money to make possible?

A meaningful financial plan begins with that conversation. We take time to understand your family, your responsibilities, and your ambitions—then bring your financial decisions together around them.

At Olympus Peaks Financial, planning is a relationship. As life changes, we help you consider what comes next.

HOW WE HELP

A connected view of
your financial life.

From everyday decisions to defining milestones, find perspective for the road ahead.

01 /

Financial planning

Connect your savings, spending, family priorities, and long-term goals in a plan that reflects your life.

02 /

Investment management

Give your investments a purpose, with a portfolio guided by your goals, time horizon, and comfort with risk.

03 /

Retirement planning

Explore how your savings and income sources can work together as you prepare for your next chapter.

04 /

Family & legacy planning

Consider education goals, the people you care about, and the legacy you want to leave.

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OUR APPROACH

A conversation.
A plan.
An ongoing partnership.

Get to know us
  1. 01

    Start with what matters

    Talk through your priorities, questions, and expectations to see whether we’re the right fit.

  2. 02

    See the whole picture

    Explore your financial situation and identify the decisions that deserve your attention.

  3. 03

    Put your plan into motion

    Turn your priorities into practical steps, with a clear understanding of the strategy.

  4. 04

    Keep moving forward

    Revisit your plan together as your circumstances and goals evolve.

PEOPLE BEHIND THE PLAN

Personal relationships.
Thoughtful guidance.

Get to know the people helping you navigate your financial decisions.

Meet the team

Troy Maxfield, CFP®

Founding Partner · President

Troy founded Olympus Peaks Financial with a focus on personal service and the human side of financial planning.

Jacque Elwess, MBA

Managing Partner

Jacque oversees operations and helps create a coordinated, attentive experience for clients.

LET’S TALK ABOUT WHAT’S NEXT

Your next chapter
starts with a
conversation.

Whether you’re looking for a fresh perspective or planning a major transition, we’d like to hear what’s on your mind.

Email our team
CALL(801) 566-3510
EMAILadmin@olympuspeaks.com
VISIT

9035 S 1300 E, Suite 120
Sandy, UT 84094

Please do not include account numbers or sensitive financial information in email.