Ashtree Partnership Competitors

Precision is an integrated strategy and marketing agency. Powered by data, we bring world-class experts in each of our service areas to conceive, develop, and run campaigns that help our clients seize opportunities and solve their biggest challenges. Whether it is elevating a brand, shaping a narrative, defining a reputation, navigating a crisis, or persuading and mobilizing an audience, we don’t just break through. We break new ground. Precision’s origin story is in the intense spotlight of national political campaigns, where our founders learned that relentless innovation and the expert use of data are the difference between winning and losing. That tireless, nimble and strategic approach has always been our North Star. Our industry-celebrated talent brings diverse perspectives and deep subject matter expertise. With a unique blend of talent from across both public and private sectors, from creative directors to data and targeting experts to digital marketers, campaign managers and crisis leaders, we have the insights and understanding to navigate complex landscapes with strategic clarity, and the experience and drive to produce results. We believe that data and research are the cornerstone of any successful strategy. But we don’t just collect data: we curate and transform it into actionable intelligence, custom-built strategies, and inspired creative campaigns that break through. From Fortune 500s to sports and entertainment, grassroots campaigns and leading advocacy organizations, we’ve helped nearly every kind of organization deepen their impact, improve their standing, and grow their bottom line. Reach out if we could do the same for you.

Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with additional offices in Naples and Miami, Florida. We work with more than 1100 families and manage over $1.8 billion in assets for clients in the mid-Atlantic region, Florida and around the world. We serve as your family’s personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. Our team has a single mission: to help you live the life you’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them. Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000. We are strictly fee based and receive no commissions.

Oaktree Financial Advisors is an independent financial planning firm specializing in helping Eli Lilly employees. We help Lilly employees like you with your financial questions, relieving your stress around money. Many advisors are generalists. We are specialists. Over 60% of our clients are current or former Lilly employees. We are working with Lilly employees like you every day on financial issues that are important to them. We’re not going to sell you products or do transactional business. Our advisors are CERTIFIED FINANCIAL PLANNER® professionals and act as fiduciaries, keeping your best interests above all else when making recommendations. Our LEAP (Lilly Employee Analysis & Plan) integrates your Lilly benefits into your personal finances for a plan that makes sure you are on track towards your financial goals. Our advisors are highly experienced CERTIFIED FINANCIAL PLANNER® professionals. In an increasingly complex financial world, working with a qualified professional is essential. As an independent, privately-owned and operated firm, we have no quotas to meet or proprietary products to sell. We’re free to provide independent, objective advice based on your unique desires and goals. We’d love to talk with you. Contact us today to learn more at 877-901-1631. Oaktree Financial Advisors, Inc. is not affiliated with or endorsed by Eli Lilly Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the United States. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.