Osaic Wealth
47yrs
Top advisor by experience in Sylvania
34yrs
Based in Sylvania, Ohio, Michael McPeek is a fiduciary financial advisor with 34 years of industry experience. Michael joined Exodus Wealth in 2020, after a year at Park Avenue Securities and three years at J. W. Cole Advisors. Exodus Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 87 advisors with offices in Sylvania, and one of 63 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 8% by experience in Ohio
Office6711 Monroe St. Suite 2a, Sylvania, OH 43560
FirmExodus Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$213,802
Advisors at the firm56
States licensed ?1 state
Services through Exodus Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowExodus Wealth, LLCCurrent firm
- 2015 – 2019Exodus Wealth, LLCPreviously
- May 2014 – Jul 2015Park Avenue Securities LLCPreviously
- 2010 – 2014J. W. Cole Advisors, Inc.Previously
- May 2008 – Dec 2008Hornor, Townsend & Kent, LLCPreviously
- 2006 – 2008New England SecuritiesPreviously
- 2003 – 2006Ameritas Investment Company, LLCPreviously
- Feb 2002 – Jun 2003Locust Street Securities, Inc.Previously
Contact Michael
(925) 791-4444Firm headquarters in Fort Lauderdale, FL. Ask for Michael. 6711 Monroe St. Suite 2aSylvania, OH 43560Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Exodus Wealth at (925) 791-4444 and ask for Michael McPeek. Michael works from the Sylvania, OH office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1992, about 34 years. Top 8% by experience in Ohio.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Exodus Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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