Pinnacle Wealth Management Group, Inc.

Robert Murphy is a financial advisor at Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding a Series 65 designation with six years of industry experience. He has been with Pinnacle Wealth Management Group since 2017. Pinnacle Wealth Management Group serves individual, high-net-worth, and corporate clients, offering financial planning, discretionary portfolio management, and a wrap-fee Platinum family-office program. The firm uses strategic asset allocation with tactical rebalancing and manages accounts primarily on a discretionary basis through model strategies that include equities, fixed income, mutual funds, ETFs, and alternatives.

Eddison Millington II is a financial advisor with Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Pinnacle Wealth Management Group and Private Client Services LLC since 2017, and previously with SEI Investments Management Corp and SEI Investments Distribution Co from 2015 to 2017. Pinnacle Wealth Management Group serves individual, high-net-worth, and corporate clients by providing personalized financial planning, discretionary portfolio management, and a wrap-fee Platinum family-office program. The firm uses strategic asset allocation with tactical rebalancing across model strategies and offers integrated services that coordinate with outside professionals while managing client portfolios primarily on a discretionary basis.

Kendra Mc Kinney is a financial advisor at Pinnacle Wealth Management Group, Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Jaggaer for eight years. Outside of her advisory role, she is also a licensed insurance agent. Pinnacle Wealth Management Group, Inc. serves individual and high-net-worth clients as well as corporate entities, offering personalized financial planning, discretionary portfolio management, and a wrap-fee Platinum family-office program. The firm uses strategic asset allocation with tactical rebalancing and manages accounts primarily on a discretionary basis through model strategies across various asset classes.

Daniel Cesta is a CFP® professional with 29 years of industry experience, currently serving at Pinnacle Wealth Management Group, Inc. in Plymouth, MI. He has been with Pinnacle and Private Client Services since 2016. Outside of his advisory role, he is president of a local condo association. Pinnacle Wealth Management Group, Inc. provides financial planning and discretionary portfolio management to individual, high-net-worth, and corporate clients, including a wrap-fee Platinum family-office program. The firm uses strategic asset allocation with tactical rebalancing and manages accounts primarily on a discretionary basis through model strategies incorporating equities, fixed income, mutual funds, ETFs, and alternatives.