Custom Financial Advising to Help You & Your Money Go Further.

Holbrook & Manter proudly partners with Pinnacle Wealth Planning Services, Inc. to offer one of the highest quality financial planning and investment advisory services that is custom designed for your unique needs and vision of the future.

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Your Long-Term Wealth Management & Financial Planning Partner

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. 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.

Along with our years of expertise, we have developed sophisticated solutions for:

Wealth Planning
Investment Advisory
Estate & Trust Understanding & Planning
Tax Efficiency
Risk Management

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!

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Additional Information About Our Work with Pinnacle Advisors

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Holbrook & Manter and our affiliate wealth & 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. 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.

Have additional questions about our financial planning services and wealth management solutions? Get in touch with Holbrook & Manter today.