A complete list of active advisors currently associated with Pinnacle Investment Advisors, LLC

Warmer can help you find a great advisor at Pinnacle Investment Advisors, LLC or one who fits your needs even better.

Pinnacle Investment Advisors provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses, working with both discretionary and non‑discretionary accounts. The firm also offers limited‑scope hourly planning and manages a private pooled investment vehicle alongside traditional advisory relationships. The firm’s investment approach emphasizes strategic asset allocation implemented with a core‑and‑satellite framework, using passively managed index funds and ETFs as core holdings while adding active managers or individual securities where appropriate. Clients execute written investment policy statements, may impose restrictions on investments, and receive periodic portfolio reviews with trades typically executed through discount brokers under limited trading authorization. Pinnacle is distinctive for its operational ties to the accounting profession—its advisors are employed with an affiliated CPA/consulting firm—and for operating as a licensed insurance agency, with advisors holding insurance licenses and accepting commissions on insurance products when recommended. The firm also operates a pooled annuity fund in which it has a controlling interest and receives a share of the fund’s interest income; this arrangement and potential conflicts are disclosed to clients and the pooled vehicle is subject to independent audit procedures.

To learn more about the advisors currently working at Pinnacle Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.