About Green Pinnacles

Green Pinnacles is a financial planning firm that specializes in providing customized and personalized financial planning so you can enjoy your life by having confidence and control over your finances.

Green Pinnacles approaches financial planning objectively and holistically. They work with people in all stages of financial planning, from those just starting to the highly sophisticated. Many clients are professionals, business owners, executives, and retirees who are motivated to improve their finances through a customized and personalized goal-based approach in handling their finances.

The practice was established in 1995 and is currently supported by Equitable, the largest privately held independent broker/dealer in the country. This platform gives Green Pinnacles the ability to work with clients on a need basis, free from conflicts of interest, to provide the best solutions for their situation. They understand the importance of financial security and put great emphasis on customizing and articulating the planning process to help you be successful.