Prashant Kumar LTD 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.

Inspire Advisors is inspiring transformation for God’s glory by empowering Christian financial advisors to deliver trusted financial guidance from a biblical perspective.

Let's Transform the World Together! Transform Consulting Group is a national data-informed consulting firm serving nonprofits, education, government, and philanthropic partners. We are a team of experienced consultants who provide actionable solutions to complex issues. Everything we do is rooted in data. We use that lens as we come alongside our clients to work together. We equip you, train you, and empower you to carry on the important work long after our contract is finished. We are educators. We are thought partners. We are data nerds. We are transformers. Most importantly, we are trusted by our clients to deliver measurable and profound results. We are #transformers.