As a follower of Michael Kitces you are no doubt familiar with the long list of best practices that Michael recommends to run a successful financial planning practice. You would love to implement all of them but you simply do not have the time or the resources. You are not alone!
Pinnacle Advisor Solutions was launched in 2011 by Pinnacle Advisory Group — the leading national independent wealth management at which Michael Kitces is a partner — to help advisors just like you. Our strategic independent partners plug-in to Pinnacle’s wealth management platform and a variety of other valuable resources needed to run a successful firm.