PINNACLE FAMILY ADVISORS, LLC: Your Trusted Investment Advisory Partner
Pinnacle Family Advisors, LLC is a distinguished investment advisory firm based in Springfield, MO. With two conveniently located offices, they cater to a diverse range of clients seeking expert financial guidance. With a team of 13 dedicated professionals, including 8 highly skilled investment advisors, Pinnacle Family Advisors, LLC has established a reputation for delivering exceptional services.
With an impressive average of $31,500,000 in assets under management per investment advisor, Pinnacle Family Advisors, LLC possesses extensive experience in managing and growing clients' portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees, ensuring that clients can choose the most suitable arrangement for their unique needs.
Pinnacle Family Advisors, LLC prides itself on its deep knowledge and expertise in employer 401Ks and individual investment portfolios, which collectively account for approximately half of their assets under management. Every decision they make on behalf of their clients is based on a comprehensive understanding of the market and their clients' financial goals. Additionally, all assets they manage are handled on a discretionary basis, providing clients with peace of mind and the confidence that their investments are in capable hands.
With an impressive clientele of over 770 individuals, Pinnacle Family Advisors, LLC currently manages a substantial $252,030,000 in assets. The firm is led by a team of seasoned advisors, including Brian McCracken, Ronald McCurry, and Paul Carroll, who have been with the company for many years, ensuring stability and a wealth of experience for their clients.
When it comes to your financial future, trust Pinnacle Family Advisors, LLC to be your dedicated partner, offering personalized investment strategies and exceptional service to help you achieve your long-term financial goals.