- Wealth Management Firm
- Type: Independent Fee-Only
- Offices: Columbia, MD, Naples & Miami, FL
- Founded: 1993
- Advisors: 12
- Clients: 1,230
- AUM: $1.9 billion
- Awarded “Best Managed Practice” by Moss Adams (5x)
Pinnacle Advisory Group
Pinnacle Advisor Solutions
- Business Solutions for Advisors
- Type: Outsourced
- Office: Morristown, NJ
- Founded: 2011
- Advisors: 16
- Advisor AUM: $20 to $300 million
If you are a journalist looking for a quote, an expert interview, a story idea or a backgrounder on wealth management, investments, financial planning or practice management, contact us.
Pinnacle Experts
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John Hill, CFP®
Chief Executive Officer
- Continuity Planning
- Financial Planning
- Practice Management
- Creating Enterprise Value
- Sales Effectiveness
- Compensation & Hiring
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Peter McGratty, CFA
Vice President Strategic Partnerships
- Outsourcing
- Investments
- Practice Management
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Ken Solow CFP®, CLU, ChFC
Chair of Investment Committee
- Investment Markets
- Business Cycle Commentary
- Portfolio Construction / Portfolio Management
- Tactical Asset Allocation
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Michael Kitces, CFP®
MSFS, MTAX, CLU, ChFC, RHU, REBC, CASL
- Retirement Planning
- Safe Withdrawal Rates
- Long Term Care Insurance
- Life Insurance
- Reverse Mortgages
- Future of Financial Planning Industry