Esprit Libre Competitors

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.

At QUEST ADVISORY our vision is to provide personalized guidance and support to individuals seeking to navigate their financial journeys. Each advisor is driven with a passion to partner with each client; empowering them with the knowledge and resources needed to work towards financial success.

With headquarters in White Plains, New York, Opus Advisory Group is a client-service-oriented consulting practice that specializes in employer benefits programs. Our niche specialty for decades has been to service mid-market clients. We are “right-sized”, in that we uniquely provide the balanced benefits of a smaller-sized firm (boutique-feel, intimate attention to detail, relationship-based, extremely responsive) with the National presence and resources of the 5th largest consulting firm in the country, and 6th largest in the world, through our partnership with Brown & Brown Insurance. Our clients get to experience the “Best of Both Worlds” and our account management teams have access to an expansive menu of resources that can meet and exceed nearly any client request or need. Opus partners with mid-market companies by providing a proactive, analytics-based approach to employee benefits management. By employing a diverse group of individuals from carrier, brokerage, and underwriting backgrounds – most of which have been handpicked. Opus has created a unique process of insurance management and cost mitigation that challenges the status quo of renewing and managing employee benefits. We have found that many mid-market clients continue to follow a process with benefit-cost management that has remained unchanged for decades; where the conclusion to mitigating costs comes down to 3 main alternatives: Changing carriers, reducing benefits, or increasing employee contributions. Our process has turned this status quo approach upside down and has led to much lower trends for our clients, year over year.