Pinnacle Advisor Solutions Adds Financial Planning Center Featuring Financial Planning Guru Michael Kitces To Its Platform

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In its continuing effort to provide independent RIAs with the best business resources available, Pinnacle Advisor Solutions adds a Financial Planning Center featuring financial planning guru Michael Kitces to its business solutions platform.

Independent financial advisors need business solutions that provide the scale and “know-how” to succeed without sacrificing ownership or control. With the addition of the Financial Planning Center, Pinnacle now offers advisors support for both value-added services they offer clients -- Financial Planning and Investment Management. That support is in addition to the business services Pinnacle provides to advisors including operations, marketing, strategic business consulting and succession planning.

“We already support advisors on the investment side. Now we can also support them on the financial planning side with one of the leading authorities in the country on financial planning,” stated Peter McGratty, VP of Strategic Partnerships at Pinnacle Advisor Solutions. “Michael Kitces has an enormous following vis-à-vis his Nerd’s Eye View Blog, his subscription content and his regular speaking engagements. This new service provides our partners with even greater access to an exceptional resource.”

The new Planning Center is available to advisors participating in the Pinnacle Advisor Solutions’ Strategic Independent Partnership Program. The Planning Center provides (a) premium financial planning content ordinarily offered by via newsletter and webinar; (b) scheduled times (“office hours”) to discuss specific client planning and other technical issues with Kitces and (c) online financial planning quizzes that qualify for CE credit.

“I am delighted to deepen the integration of content with Pinnacle Advisor Solutions,” said Michael Kitces. “In addition to serving as an enthusiastic partner and advocate, now I can provide my premium financial planning educational material as a resource to our strategic independent partners in support of their mission to deliver the highest standard of care to clients.”

Michael Kitces MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL is a Partner and the Director of Research for Pinnacle Advisory Group. In addition, he is the practitioner editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Pinnacle Advisor Solutions is the leading provider of business solutions to independent advisors with AUM of $25 – 300MM. The firm offers a unique strategic independent partnership solution that provides time-constrained advisors with the investment, financial planning, operations, marketing, strategic consulting and succession planning solutions they need to move their businesses forward without forfeiting their independence. Pinnacle Advisor Solutions is a division of Pinnacle Advisory Group, a national award winning independent wealth management firm serving more than 800 families and managing nearly $1.5 billion of their wealth.

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Pete McGratty CFA
since: 05/2011
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