Bailey joined Pinnacle in mid-February 2020 after spending nearly two years as a Financial...
You want the comfort of financial advice from someone you trust, a fiduciary that has your best interests at heart. Pinnacle is a fee-only financial planning and wealth management firm and a member of the National Association of Personal Financial Advisors. Our clients say they love working with us because they trust us. At Pinnacle, we understand that trust is earned. Our friendly, responsive staff treats you like family; with prompt responses to your questions and a collaborative process that centers around education so that you understand the choices you are making. Here are a few of the ways we will earn your trust:
Credentials & Experience
Our partners have an average of more than 25 years of industry experience and have been designated as a Certified Financial Planner (CFP®) and/or Chartered Financial Analyst (CFA®). Our experience is primarily analytical, in research and investment management, not sales.
Independence & Ethics
Pinnacle is an independent Registered Investment Advisor (RIA) regulated by the SEC. We have a legal, fiduciary obligation to place our clients’ interests ahead of our own. Additionally, the privacy and confidentiality of our clients’ information is our top priority.
We take a multi-disciplinary approach to financial planning, offering comprehensive solutions for your total financial well being.
Dynamic Asset Allocation
We follow a disciplined investment philosophy, emphasizing broad diversification using low cost mutual funds and ETFs and regular tax-conscious rebalancing.
Clear Fee Structure
Our hourly financial planning fees and investment management fees based on Assets Under Management are completely transparent. You will always know how much you are paying us.
We want to be your partner to help you make the optimal financial decisions for your family. Educating our clients is a critical aspect of our approach. We provide clients with our guidance, analysis and recommendations. The final decision is always yours. We never forget, ‘It’s Your Money’.
Associate Wealth Advisor
Client Relations Manager & Office Manager
As Client Relations Manager and Office Manager of Pinnacle Financial Group, Jeanne is our Client...
Client Relationship Manager
As a Client Relationship Manager, Karen works closely with Pinnacle’s most important asset...
As Administrative Assistant, Sandi will be your first contact with Pinnacle, if you call or come...
Jim has spent his entire career analyzing investment opportunities for both institutional and...
Dan worked with the Northern Trust Company from 2003-2014. He started his career on the...
Lauren specializes in helping families feel more confident about their financial future. With...
Our Wealth Management service combines comprehensive financial planning and investment management services in one bundled fee.
Our stand alone Investment Management service provides ongoing portfolio management using our disciplined approach to dynamic asset allocation.
Comprehensive Financial Planning
Our financial plans can answer a multitude of your financial questions by providing a snapshot of your financial situation as of a given date.
Retirement and Social Security Planning
Wondering whether you have saved enough money to retire or when to begin taking Social Security? A targeted retirement plan analysis can help answer these questions.