Financial Services
Hours:
9 am to 5pm - By Appointment Only | Two locations to serve you
Driving Directions:
Two Locations to Serve You | Beavercreek & Troy Ohio
Steve, owner and founder of Pinnacle Investment Advisors, LLC has a passion for his profession that is evident to everyone he meets. When creating Pinnacle Investment Advisors LLC, his mission was to provide personalized, high quality financial services for a diverse group of clients at all income levels.
As owner and managing member for Pinnacle Investment Advisors LLC, Steve works to mitigate low-risk and personalize investment management strategies. He has extensive knowledge about the issues facing those who are retired or about to retire. He has created hundreds of personalized plans aimed at meeting the financial and retirement goals of his clients, and his success is due to a lasting commitment to help each and every one of his clients achieve the objectives that are most important to them.
As a full-service wealth management advisor, Steve has passed the Uniform Investment Adviser Law Exam where he operates as a fiduciary acting in the best interest of his clients, providing them with customized strategies to best meet their financial goals. Together, Steve and Ashley Harris (Director of Operations) host a fun and engaging Financial Radio Show called: Temple Talk Radio. Steve loves high power rocketry and golf and he and family reside in Huber Heights with their beloved dog, Rigsby.