McLachlan Partners 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.

THOMPSON PARTNERS is a Brisbane based accounting firm delivering high quality professional financial solutions to Private Clients and Businesses across all industries. Together, Mark, Hudson and Megan lead a talented, honest and very hard working team of accounting professionals who strive to serve clients financial needs at a high professional level. THOMPSON PARTNERS team members pride themselves on providing proactive service line solutions incorporating a current and detailed understanding of ‘whole of client’ affairs. We are wise counsel bringing financial solutions to our private clients through Thinking Forward. Our talented teams understand the full spectrum of our client’s financial affairs through structured systems and processes. This ensures our professional advice continually keeps pace with the ever-changing nature of a client’s various stages of their financial and business life. We focus on family and lifestyle for us and our clients. We are balanced while driven. We are proactive. We value greatly our long standing client relationships.