• 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
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    Pinnacle Investment Advisors supports our Veterans!
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    Events

    Educational Seminar: Enhanced Planning
    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 Sep 19, 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 Sep 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 Oct 3, 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 Oct 10, 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 Oct 17, 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 Oct 24, 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 Oct 31, 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 Nov 7, 2024

    Rep/Contact Info

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    Steve Temple
    Owner