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Pinnacle Advisors

Mansfield, Ohio
Website:
https://www.pinnacleadvisors.com/
106817
Mansfield, Ohio
Website:
https://www.pinnacleadvisors.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$1,728,530,000
Fee model
Fee Only Strict
Number of employees
25
Custodians

Schwab

Description

Founded by Attorney William D. Heichel, CFP and his son Keith Heichel, CFP in 1998, Pinnacle is a family-owned and operated Wealth Management firm that has been dedicated to shaping the financial success stories of individuals and families across the United States for over two decades. The journey began with a predecessor company, Lifetime Planning, Inc., in 1980, laying the foundation for what Pinnacle stands for today. The core mission at Pinnacle is to help individuals and families achieve their financial goals by providing comprehensive wealth management services in collaboration with other professionals such as attorneys and CPAs.

Locations

6 W 3rd St Ste 100 Mansfield OH 44902
1684 Medina Rd Ste 100 Medina OH 44256
1684 Medina Rd Medina OH 44256
131 Dillmont Dr Columbus OH 43235
131 Dillmont Dr Ste 101 Columbus OH 43235

Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Retirement / Income Planning
Tax Preparation
Family Office Services
Corporate Trustee Services

Recent News

Pinnacle Advisors acquires Danuloff Financial Services
Pinnacle Advisors has acquired Danuloff Financial Services, a financial planning firm based in Mansfield.
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Match confidence
N/a
video Overview
Getting started
00:53
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Acquisitions

Number of Acqusitions
5

Success

General Overview of Client Experience

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Match confidence
N/a
video Overview
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00:53
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Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
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AUM Growth

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Technology

Overview

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Match confidence
N/a
video Overview
Getting started
00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
video Overview
Getting started
00:53
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Acquisition Model

Acquisition Type
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Earnout Availability
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
video Overview
Getting started
00:53
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Match confidence
N/a
video Overview
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00:53
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Data Room

Investment Management
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Match confidence
N/a
video Overview
Getting started
00:53
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Pinnacle Advisors's Ideal Partner

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Block quot

Company Videos

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Show your interest

Ready to show your interest to the buyer?

Register interest
Register interest
Fee Only Strict
Schwab
Full Acquisition
Financial Planning
Portfolio Management
Estate Planning
Retirement / Income Planning
Tax Preparation
Family Office Services
Corporate Trustee Services