Financial advisor · Ann Arbor, MI
Boardwalk Wealth Management
Fee-only financial planning and investment management
Loading…
CPA-managed investment and retirement planning206 S. Fourth Avenue, Ann Arbor, MI
Pinnacle Investment Advisors, LLC is a registered investment adviser firm whose managers are all CPAs. Its core work is investment management and retirement planning, with asset allocation built on Modern Portfolio Theory and mostly no-load mutual funds. Other services include tax advice on income, gift and estate taxes, estate planning, mortgage reviews, and life, health, disability and long-term care insurance.
Clients begin with an initial interview and a questionnaire covering goals and risk tolerance before any plan is drawn up. Investment management is charged as an asset-based fee, while those who want advice without ongoing management can book hourly consultations. The firm has offices in Ann Arbor and Troy, and it is registered to do business in Michigan and Florida.
Fee-only financial planning and investment management
Buy and sell bitcoin with cash at a store kiosk
Investment management with a long-term, steady approach
Listing your business here is free. Featured is $49 a month: