Who is Pinnacle Advisory Group?
Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with a second office in Naples, Florida. We work with more than 900 families and manage over $1.4 billion in assets for clients both in the mid-Atlantic region, and around the world.
We serve as our clients' personal Chief Financial Officer, and ensure their overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management.
Our team has a single mission: To help our clients live the lives they’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them.
Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. While our clients’ investable assets typically exceed $1 million, we are able to serve clients at every asset level.
ASSETS UNDER MANAGEMENT: Over $1.4 billion
OFFICES: Columbia, Maryland; Naples, Florida
The best Wealth Managers in the business.
Pinnacle Advisory Group is a recognized leader in both financial planning and investing. Financial Planning Magazine described our Director of Planning Research, Michael Kitces, as the industry's "Deep Thinker." And our Founding Partner, Ken Solow, literally wrote the book on risk managed investing.
Not surprisingly, we've received a host of industry and consumer awards. While we're grateful for the recognition, a wealth manager's greatest praise is a happy client. And with an annual client retention rate averaging over 98% for the past ten years, we couldn't be more proud.
Learn more about Pinnacle's Private Wealth Management.