Why Pinnacle?

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 advisors each have more than than 20 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.

 

Holistic Advice

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.

 

Client Education

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’.

Our Team

Sean Moran CFP®

Senior Wealth Manager

Sean developed an early passion for the financial markets while working on the floor of the Chicago Board of Trade...

Our Services

 

Wealth Management

Our Wealth Management service combines comprehensive financial planning and investment management services in one bundled fee.
 

Investment Management

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.
 

College Planning

Paying for college can pose a significant financial burden. We will help you estimate projected costs, determine the amount to save in order to fund this need, and recommend the most effective and tax efficient college savings strategies, such as 529 plans.

Resources

 

Blog/Articles

 

Legal Notifications & Disclosures