Pinnacle is a founding member of the Aegis Group, a network of independent planning & investment management firms throughout the country. Each firm has been nationally recognized and is fee-only. Through frequent communication we are able to enhance each others professional skills, share knowledge, expertise and resources in a non-competitive, confidential and supportive environment.
This collaboration allows us to draw on the collective expertise of experienced professionals, provides the ability to access to a wealth of knowledge more frequently found only in much larger firms, yet retain the independence, flexibility and client oriented approach of a small firm.
A network of independent planning & investment management firms throughout the country. Each firm has been nationally recognized and is fee-only. Through frequent communication we are able to enhance each others professional skills, share knowledge, expertise and resources in a non-competitive, confidential and supportive environment.
Nancy Blunck, CFP
Blunck Financial
Anchorage AK
Blunck Financial’s core purpose is to help clients -- through analysis, education, and guidance -- to increase the likelihood that they will achieve their financial goals.
Rick Clarke, CPA
ZRC Financial Services, LLC
Santa Rosa CA
ZRC is a fee based Registered Investment Advisor that assists clients in making smart decisions about their money
William Dix
Fortune Management, LLC
Raleigh NC
Fortune Management is a fee-only independent financial planning and investment management firm helping individuals, professionals and business owners make smart decisions about their money since 1992. Client-first means allegiance to our clients, not the bank, the brokerage firm or the insurance company.
Mike Durant, CFP
Belmont Financial, LLC
Belmont MA
Belmont Financial, an independent, Fee-Only firm, helps clients navigate complex financial decisions while building and preserving wealth. Services provided include portfolio management, retirement planning, estate planning, education planning, tax planning and insurance recommendations.
John Eckel CFP, CFA
Pinnacle Investment Management Inc.
Simsbury CT
Pinnacle Investment Management Inc. is an independent fee-only investment management and financial planning firm serving affluent clientele and institutions in the Hartford, CT area, across the U.S. and abroad. Pinnacle provides unbiased advice and serves as a fiduciary, placing their clients interests before their own.
Tom Gnuse
HTG Investment Advisors
New Canaan CT
HTG Investment Advisors is an independent investment advisory firm devoted to the individual investor. Founded in 1993, our mission is to help individuals and families achieve their financial goals by providing expert investment counsel and management along with an array of financial planning services.
Kathleen Kee CFP
Pacific Investment Advisors LLC
Portland OR
Pacific Investment Advisors is a wealth management firm focused on finding comprehensive solutions for our clients’ financial needs. Our goal is to weave the individual threads of their financial story into a cohesive narrative, providing a fresh perspective from which they can evaluate your financial priorities.
Pam Krueger
South Texas Money Management
Austin TX
South Texas Money Management offers investment advisory services to individuals, trusts, estates, employee benefits plans, and endowments. STMM has offices in San Antonio, Austin, Dallas and Houston to serve our clients. The core of our philosophy of stock investment is buying both value and growth stocks. This allows investors to participate in market cycles set by value or growth, but with less volatility.
Marty Kurtz, CFP
The Planning Center
Moline IL
The Planning Center examines both the technical and emotional aspects of our clients’ finances. This approach blends their values and beliefs with reality to bring understanding to your financial life. Each plan is driven by their unique needs, goals and concerns.
John Ritter, CFP
Ritter Daniher Financial Advisory, LLC
Cincinnati OH
Ritter Daniher Financial Advisory, LLC is a fee-only financial planning and investment management firm located in Cincinnati, Ohio and provides wealth management services for individuals who want to delegate some level of responsibility for managing their financial affairs.
Benjamin A. Tobias CPA, CFP
Tobias Financial Advisors, Inc
Plantation FL
Tobias Financial Advisors, Inc. is a Fee-Only Registered Investment Advisor located in South Florida. The broad spectrum of financial expertise we offer includes asset management, estate and tax planning, education and retirement planning, and risk management.
Robin Young, CFP
Northstar Financial Planning, Inc
Londonderry NH
Northstar Financial Planning, Inc. is a fee only financial life planning and wealth management firm offering retirement planning, investment management and financial life planning to clients in Londonderry, NH and nationwide.