MANSFIELD – Pinnacle Advisors, a leading Registered Investment Advisor (RIA), is proud to announce the acquisition of Danuloff Financial Services, a well-regarded financial planning firm based in Mansfield, founded and led by Rob Danuloff.
This strategic acquisition reinforces Pinnacle Advisors’ commitment to providing best-in-class financial planning and wealth management services to clients in Ohio and beyond.
Rob Danuloff, a seasoned financial planner with over 16 years of experience, shared his excitement about joining forces with Pinnacle Advisors.
“At first, the idea of merging my independent practice with a larger firm gave me pause, but after meeting Keith Heichel and the Pinnacle team, I was impressed by the depth of expertise and resources they offer,” Danuloff said. “Their comprehensive approach to financial planning, combined with cutting-edge technology, convinced me that this move would benefit my clients.
“I’ve always strived to provide the highest level of service, but with Pinnacle’s resources, I believe we can offer an even better experience.”
Keith Heichel, CEO of Pinnacle Advisors, expressed his enthusiasm for the partnership.
“Rob brings a wealth of knowledge and a deep connection to the Mansfield community, making him a perfect fit for our team,” Heichel said. “His background in accounting, along with his corporate experience at major firms like Accenture, Fidelity, and JP Morgan Chase, adds significant value to our firm.
“We are confident that Rob’s expertise will help us continue to grow and serve our clients at the highest level.”
Pinnacle Advisors, a fee-only RIA with $2 billion in assets under management, has been a trusted name in financial planning for more than 40 years.
Founded by William Heichel, the firm has expanded to serve clients across multiple states and internationally, with locations in Ohio and Florida.
With a team of nearly 30 professionals, Pinnacle Advisors provides personalized financial planning, investment management, and wealth collaboration services.
One of the key factors that drew Danuloff to Pinnacle Advisors was their shared commitment to a fee-only, client-first approach.
“In today’s commission-driven landscape, it’s refreshing to join a firm that prioritizes the client’s best interests,” Danuloff said. “Pinnacle’s culture and client-focused philosophy mirror what I’ve always strived for in my own practice.”
Heichel added, “At Pinnacle, our mission statement is ‘All at the same table. All on your side.’ We believe in collaboration, encouraging clients to bring their trusted advisors, such as CPAs and attorneys, to the table.
“Our Wealth Collaboration Program ensures that every aspect of a client’s financial life is addressed, providing peace of mind and a holistic approach to wealth management.”
For more information about Pinnacle Advisors, visit www.pinnacleadvisors.com or contact Rob Danuloff directly at robd@pinnacleadvisors.com. The firm’s headquarters are located at 6 W. 3rd St., Mansfield, Ohio 44902.