“Michael Kitces is the universally-acknowledged brainiac of the financial planning world, touching tens of thousands of clients as he educates thousands of advisors each year.”
“A major force in the planning profession… Kitces has been at the forefront of the evolution of financial planning.”
“Michael Kitces has become the profession’s most reliable commentator on complex financial planning issues.”
“In Michael Kitces… the industry has its intellectual. Kitces thinks deeper than most people about a wide range of topics in this field.”
Financial Planning Magazine
A financial advisor with integrity
An award-winning, nationally-ranked firm
We’ve received a host of industry and consumer awards. Pinnacle is on the cutting edge of private wealth management, and we’re grateful that others in the profession have recognized our hard work.