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All at the same table. All on your side. At Pinnacle, we pride ourselves on being more than just financial advisors. We are your collaborators in precision and your trusted delegates on the path to comprehensive wealth management. We illuminate the complexities of financial planning, guiding you through every step. In coordination with professionals, we fuse our strengths to meet your unique financial needs. As our valued client, you are at the heart of our commitment. Your finances are not simply a footnote in reaching a final destination, but a valuable component in the story of your life. We’re here to help you embrace and achieve each milestone together. Let us help you worry-free planning for a secure tomorrow with services including: - Wealth Management - Trust Management - Corporate Trusts - Company Retirement Plans - Wealth Collaboration - Institutional Investing Reach out to learn more about Pinnacle Advisors or explore our website at: https://www.pinnacleadvisors.com Pinnacle is a fee-only Wealth Management firm working with affluent individuals, business owners and their families. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Adviser, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Mansfield, Ohio, US
Private
$5M Revenue
http://www.pinnacleadvisors.com
42 Employees
Mason Consulting
Western Springs, Illinois, US
Private
http://www.masonconsulting.com
11 Employees
Horizon Partners
Horizon Partners is a boutique financial advisory firm serving mid-market companies in the Digital Media, Interactive Marketing, and Software industries. Horizon provides advisory services to help companies raise capital and execute mergers and acquisitions. We offer every client a comprehensive view of transactional opportunities and a consultative approach to finding and realizing the best possible outcome. We are specialists, not generalists. We only engage clients when we think our industry knowledge and execution expertise will create significant value. We prioritize relationships over transactions. We take a long-term approach to helping our clients find the right opportunity to transact. When the timing is appropriate, we combine the intensity of a start-up with the experience of financial industry veterans to achieve exceptional results for our clients. More info at www.horizonpartners.com
San Francisco, California, US
Private
$5.3M Revenue
http://www.horizonpartners.com
13 Employees
G2 Leader Summer 2026 G2 Best Est ROI Mid-Market Summer 2026 G2 Easiest Admin Mid-Market Summer 2026 G2 Most Implementable Summer 2026 G2 Best Results Mid-Market Summer 2026 G2 Lead Capture Mid-Market Summer 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2026
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