Pinnacle Advisory Group
  • 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 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
pete_mcgratty

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Peter McGratty, CFA
Vice President Strategic Partnerships

  • Outsourcing
  • Investments
  • Practice Management
Ken-Solow

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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
Office-Hours-5-9-14

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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

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