We believe in creating a strong working relationship with our clients to determine their specific accounting and compliance needs.

Financial Planning

A Truly Unique Service with Truly Unique Solutions.

Holbrook & Manter and our affiliate financial planning organization, H&M Financial Advisors, LLC, have developed a truly unique solution for our clients to meet their ever changing wealth planning needs. We have partnered with Pinnacle Wealth Planning to provide our clients with the personal attention that they are accustomed to with the economies of scale to leverage the wealth planning and investment advisory of a large organization that works primarily with clients of Certified Public Accounting firms. Pinnacle shares our same values that planning starts with comprehensive financial planning as the foundation for wealth creation using the least amount of risk.

At Holbrook & Manter and H&M Financial Advisors our heritage is helping closely held businesses and owners with all of their life- long wealth and financial planning needs. Along with our years of expertise, we have developed sophisticated solutions for:

  • Wealth Planning
  • Investment Advisory
  • Estate and Trust Understanding and Planning
  • Tax Efficiency
  • Risk Management

Our solutions are always based upon our foundation of providing prudent advice, which means our guidance must meet fiduciary standards of trust. We always keep our clients' best interests first and without conflict of interest. As a result we are independent of any solutions we advise for investment advisory and risk management, our source of income for our services is fully transparent and discussed with our clients.

Our client responses and results to our Wealth Planning Program have been extraordinary. Please allow yourself the opportunity to learn more about the Holbrook & Manter difference to wealth planning.

Contact us to learn more!

Pinnacle trains and licenses only CPAs and attorneys to become Pinnacle Advisors® who then facilitate servicing clients, like you, with their financial planning and investment advisory needs. This is the kind of service previously available to only the wealthiest of clients. Combining knowledge and experience, H&M and Pinnacle uniquely deliver high quality financial planning and investment advisory services that represent one of the most complete programs of its kind available.

For more information about Pinnacle Wealth Planning Services, Inc. visit www.pinnacleadvisors.com.