Pinnacle Advisory Group Employee Directory

Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with additional offices in Naples and Miami, Florida. We serve as your familys personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financia... l planning and active portfolio management. Our team has a single mission: to help you live the life youve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, weve 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. Our clients investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000. We are strictly fee based and receive no commissions.Read More