The Mike Green Wealth Management Team

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The Mike Green Wealth Management…

Our mission is to help our clients achieve their financial and life goals by guiding them in growing their wealth, preserving it for retirement, and passing it on to others in the future.

Comprehensive Financial Planning

Our financial planning process is at the core of our offering as we work with you to identify your long-term goals, develop a plan to achieve them, and extend your impact on those you care for.

Retirement

We guide our clients in saving for retirement, transitioning into retirement, and navigating their financial course through it. With an understanding of cash flow needs, lifestyle choices, activity and travel opportunities, and multiple sources of income, we help you manage your retirement, because getting there is not the only goal.

Portfolio Management

We manage our clients’ portfolios using active management that builds diversified portfolios across selected asset classes seeking growth, income, or a balance of each. We offer portfolios for conservative, moderate, and aggressive investors.

Customized Care and Service

With our holistic approach of providing financial guidance, we develop deep relationships with our clients and customize our service to meet their needs. In addition to coordinating with family members if desired, we also coordinate our services with a client’s CPA and attorney upon request.

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Contact Us

Pinnacle Advisory Group
6345 Woodside Court, Suite 100
Columbia, Maryland 21046
Phone: (410) 995-6630; (301) 621-8007
Fax: (410) 505-0960

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Meet the Team

Mike Green, JD, CFP®, CAP®, CTFA, CCPS™- ELA®
Wealth Manager
mgreen@pinnacleadvisory.com

Tom Raynor, CFP®
Senior Planning Associate
traynor@pinnacleadvisory.com

Zack Stewart
Operations Specialist
zstewart@pinnacleadvisory.com

About Pinnacle

FOUNDED: 1993
CLIENTS: 1230
ASSETS MANAGED: Approximately $2 billion
EMPLOYEES: 50
OFFICES: Columbia, Maryland;
Miami, Florida

Our Latest Blog Posts And Videos

Tax-Filing Deadline Extended by the Federal Government Until July 15
March 23, 2020

To Infinity and Beyond? A Market Review
January 23, 2020

What The SECURE Act Means For You
January 17, 2020

Is Pinnacle the right fit for you?

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