Overview

Fee-only firm with offices in Medina, Mentor, Columbus, Mansfield, Tampa Bay and Puerto Rico. We are financial planning firm first. We have created a CPA and Attorney programs that puts us in partnership with CPA's and Attorney's inn Ohio and Puerto Rico to provide Wealth Management services to their clients. We currently have over 20 CPA Firms and 6 Law Firms working directly with Pinnacle. This has allowed us to grow from 50 Million to over 1.8 Billion in the last 20 years. We are looking to work with other quality advisors that need to transition their client base over the next 3 to 5 years and want to work with a quality firm that puts clients first. Would also be interested in advisor firms that may want to merge and join with us and grow their practice with our unique CPA and Attorney program and our excellent technology Platform.

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