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Pinnacle Advisory Group is a Private Wealth Management firm that was founded in 1993. The company is headquartered in Columbia, Md., and opened a second office in Naples, Fla. in October 2009. Today, Pinnacle Advisory Group works with more than 600 families and manages nearly three-quarters of a billion dollars in assets for clients throughout the Mid-Atlantic region, and around the world.
At Pinnacle Advisory Group we are passionate about the comprehensive financial planning and active portfolio management services we bring to our clients — a select group of individuals and families with substantial and complex assets. We serve as your family’s personal CFO, and ensure your overall financial goals are met in a sound, responsible way. Our people and our independence will focus on one objective: helping you to achieve that vision of life most meaningful to you.
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