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Alexander Peets

Alexander Peets

Financial Planner & Wealth Manager

Alex Peets leads Stepwise Financial as President. He’s a Partner of HBW Advisory LLC firm. A decorated veteran, Alex's journey is marked by his service as a Chinook Helicopter Crew Chief in the US Army, with deployments to Afghanistan and Iraq. He honed his leadership by training soldiers in tactical operations with C.A.C.I. and General Dynamics Technology.

Transitioning from the military to academia, Alex earned his MBA from Methodist University in 2012, igniting his finance journey. He first delved into personal finance in 2004 through Dave Ramsey's Financial Peace University, sparking a lifelong passion for financial education.

Since joining HBW Partners and the SmartVestor Pro Team in 2012, Alex has dedicated his career to crafting personalized retirement and financial strategies, empowering clients toward financial independence. His expertise as an independent advisor allows him to offer a breadth of options tailored to each client's unique journey.

Alex resides in Richmond, Virginia where he enjoys life with his wife, Stacey, and their son. They have two older daughters, a son-in-law, and two grandchildren in Texas.


  • B.S. degree in Business Administration, Methodist University
  • M.B.A. degree (Masters in Business Administration), Methodist University

Military Service:  US Army, 2000 - 2006

Licenses and Registrations:

  • Series 6 Investment Company Products & Variable Contracts
  • Series 63 Uniform Securities Registration
  • Series 65 Investment Adviser Registration
  • Life, Health, Disability & Long Term Care Insurance

Contact Information: 

Phone: 804-904-2915

Fax: 888-646-5602

Office Address:  2706 Enterprise Pkwy, Ste A, Richmond, VA 23294


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Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program are not affiliated with Cetera and Stepwise Financial  and is not sponsored or endorsed by Cetera nor Stepwise Financial.