Financial Advisors in Clermont, Florida (Lake County)

Mary Baldwin, CFP, MBA

David Harbeitner, CFP
Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is a fee-only Wealth Management firm working exclusively 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 Advisor, which legally makes Pinnacle a fiduciary to its clients under both state and federal law.Pinnacle is a family owned and operated Wealth Management firm with hundreds of clients throughout the United States. Pinnacle's staff combines specialized planning credentials such as JD, CPA, CFP®, ChFC®, MBA, PFS, AAMS®, CRPS®, CMFC®, QPFC, AIF®, CDFA and over 100 years of Wealth Management experience, delivering high quality wealth management services to its clients.Pinnacle's Wealth Management Programs are designed to meet stringent criteria for the benefit of our clients, such as:* Pinnacle is a fiduciary under both state and federal law.* Pinnacle is a fee-only wealth manager.* Pinnacle does not have custody of any client's assets* Pinnacle does not sell any investment or insurance products.* Pinnacle receives 100% of its revenue from its clients, no third parties.* Pinnacle has a competitive fee schedule.* Pinnacle provides:- Comprehensive Financial Planning Services- Comprehensive Investment Advisory Services- Continuous Planning Quarterback Services- Comprehensive Asset Tracking and Performance Reporting Services* Pinnacle works well with clients' other Advisors.* Pinnacle fully discloses all fees paid to Pinnacle.The foundation of your Wealth Management Program is your Financial Plan. Through the planning process, your advisors will generate high quality, continuous and consistent planning advice,... See More

Wealth Management helps you succeed by working with your trusted fiduciary. For us, respect for our judgment and trust in our character is critical. And we bring a lot to the table.

Dennis Packard, CFP, CPA/PFS
In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Meanwhile, financial intermediaries such as brokerage firms, bank trust departments, and insurance companies bombard you, selling expensive, commission-based products and declining a fiduciary role that is meant to protect your best interests. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted "advice," and paying too much in taxes, commissions, and fees.
We solve these problems. Our passion is helping you make the most of your one financial life.
At Align Wealth Management, we proudly go against the grain, delivering strictly fiduciary advice and simple and elegant investment solutions to a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, intense research, hard work on your behalf, and complete transparency.... See More

Dena Minning, BS, CFA, CFP, MBA
With Personal Asset Management, you get an informed investment partner who will help you make your savings work as hard as you do. We provide investment strategy and discretionary money management services for high net worth individuals and business owners.... See More