• 3210 Beaver-Vu Dr. Beavercreek, OH 45434

    (937) 426-2202

  • Pinnacle Investment Advisors

    Pinnacle Investment Advisors

    Categories

    Financial Services

    About Us

    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.


    Images

    Steve Temple: Founder and Business Owner
    Join us on Spotify or OHIO radio-Sundays at 7 AM
    Team Pinnacle at a Workshop Event (Linda Strawser, pictured in the middle is our amazing administrative professional)
    Meet Ashley Harris: Our Director of Operations
    Meet Elouise: Our Event Coordinator
    Gallery Image IMG_3006.JPG
    Gallery Image weve_got_you_covered_eldeen_bridge.jpg
    Pinnacle Investment Advisors supports our Veterans!
    Gallery Image 349533458_827443242143855_4320351044533009027_n.jpg
    Gallery Image 342521310_603644651814052_3033385375424868611_n.jpg
    Gallery Image 342885794_915379833012303_1705483922078742554_n.jpg
    Gallery Image 342875557_1312292142963138_7118441831287443676_n.jpg

    Events

    Educational Seminar: Enhanced Planning
    • Family Legacy & Estate planning may ensure that the protection & transfer of your assets to the next generation will go smoothly.
    • Thursday Dec 26, 2024
    Educational Seminar: Enhanced Planning
    • Family Legacy & Estate planning may ensure that the protection & transfer of your assets to the next generation will go smoothly.
    • Thursday Jan 2, 2025
    Educational Seminar: Enhanced Planning
    • Family Legacy & Estate planning may ensure that the protection & transfer of your assets to the next generation will go smoothly.
    • Thursday Jan 9, 2025
    Educational Seminar: Enhanced Planning
    • Family Legacy & Estate planning may ensure that the protection & transfer of your assets to the next generation will go smoothly.
    • Thursday Jan 16, 2025
    Educational Seminar: Enhanced Planning
    • Family Legacy & Estate planning may ensure that the protection & transfer of your assets to the next generation will go smoothly.
    • Thursday Jan 23, 2025
    Educational Seminar: Enhanced Planning
    • Family Legacy & Estate planning may ensure that the protection & transfer of your assets to the next generation will go smoothly.
    • Thursday Jan 30, 2025
    Educational Seminar: Enhanced Planning
    • Family Legacy & Estate planning may ensure that the protection & transfer of your assets to the next generation will go smoothly.
    • Thursday Feb 6, 2025
    Educational Seminar: Enhanced Planning
    • Family Legacy & Estate planning may ensure that the protection & transfer of your assets to the next generation will go smoothly.
    • Thursday Feb 13, 2025
    Educational Seminar: Enhanced Planning
    • Family Legacy & Estate planning may ensure that the protection & transfer of your assets to the next generation will go smoothly.
    • Thursday Feb 20, 2025

    Rep/Contact Info

    Card image cap
    Steve Temple
    Owner