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Guidance, Every Step of the Way

We know your life’s path can be complex. The journey to fulfilling your dreams is sprinkled with financial demands, and both short- and long-term pain points. Unchecked, they can take you off course. That’s why we believe a financial plan that tackles expected and unexpected obstacles is essential.

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Business Owners

We’ll help you manage the myriad transitional situations a business owner faces while achieving and maintaining financial independence.

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Retirees & Pre-Retirees

Retirement can bring comfort, but also uncertainty. We can help you optimize your standard of living and leave a legacy.

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New Investors

 It’s never too early to plan. Let us arm you with critical information to build a secure future, and set you on the right financial path.

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The People Behind the Plans

With locations in Tempe and Sedona, Ariz., Pinnacle Financial Advisors is much more than a full-service financial planning and wealth management firm. We’re friends, colleagues, counselors, and professionals with decades of experience who take the time to get to know you and your unique needs.


As nimble and strategic partners, our multidisciplinary team brings extensive and diverse experience, with each member possessing a unique skillset and background that provides holistic collective support. We have first-hand experience tackling all sorts of issues from straightforward financial circumstances to the most complex cases with international implications.

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You have many options. We can help you navigate the financial landscape, and answer your questions. 

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