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About Us

Pinnacle Planning Advisors LLC is an independent fee-only Registered Investment Advisor approved in the state of Illinois. Pinnacle Planning Advisors LLC may maintain client relationships in other states under specific exemptions and de minimus provisions.

Fee-Only

We believe the financial planning profession should be separate from the financial sales industry. Since we do not sell any financial products or earn commissions, brokerage fees or trails from mutual funds or any other outside sources, Pinnacle Planning Advisors LLC avoids the compensation conflicts that could impact the quality of the advice you receive.

"Fee-only" means that we receive no compensation other than your fees. That’s it.

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The Principal of the firm, Michael Cope, has over 25 years of financial experience working with individuals, families and businesses. His early corporate career included leadership roles in accounting, corporate finance and global mergers & acquisitions with several Fortune 100 companies. He began his financial services career at Citigroup/Smith Barney before moving to an independent advisory practice focused on helping families with special needs children and adults.

Michael has an undergraduate degree in Engineering with a dual minor in Mathematics and English and an MBA in Finance. Michael is a CERTIFIED FINANCIAL PLANNERTM practitioner.