"A goal without a plan is just a wish"

- Antoine de Saint-Exupéry

Manage Your Money with Confidence

Manage Your Money with Confidence

As a holistic independent wealth planning firm, Pinnacle Advisor Group partners with you to solve your retirement puzzle. Using the framework you’ve assembled thus far, we aim to improve your current financial status in order to break through any limits you've faced while seeking to pursue your dreams into and through retirement. 

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9 Facts About Retirement

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you...

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Who We Are

Who we are

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What We Do

What we do

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Why We Do It

Why we do it

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The Pinnacle Team

<a href="http://www.fmgwebsites.com/4c527419-3e13-4a31-a51f-291af5e91344/team/thomas-j-roberts-aif">Thomas Roberts, AIF&#174;, MBA</a>

Thomas Roberts, AIF®, MBA

Founder & CEO

ph: 610-797-2201  ~  e: thomas.roberts@lpl.com

Our History

Diana M. Colahan, CFP

Client Service Director

ph: 610-797-2201  ~  e: diana.colahan@lpl.com

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