Pinnacle Financial Advisors
Your future, our expertise
Bio Introduction
Founded in 2004 by CPA and tax strategist Robert Pinnacle, our firm has grown from a one-person practice to a team of eight professionals serving over 500 businesses and individuals across the Denver metro area. Robert's background in corporate finance at Deloitte gave him insight into the kind of strategic guidance that small businesses were missing.
Today, our team includes specialists in small business taxation, payroll compliance, forensic accounting, and financial planning. We serve clients across industries including construction, real estate, healthcare, and professional services.
Philosophy / Mission
We believe accounting should be proactive, not reactive. Too many businesses only hear from their accountant during tax season -- by then, it's too late to make strategic decisions that could have saved thousands. Our approach centers on quarterly planning sessions, real-time financial dashboards, and ongoing advisory conversations that keep you ahead of the curve.
Transparency is equally core to how we work. We provide fixed-fee pricing for most engagements, respond to client communications within one business day, and use secure client portals that give you 24/7 access to your financial data.
Why Clients Choose Pinnacle
Licensed CPAs
Every member of our team holds an active CPA license and completes 40+ hours of continuing education annually to stay current with tax law changes and accounting standards.
Proactive Planning
We don't wait for tax season. Our quarterly reviews and year-round planning approach helps you minimize tax liability and maximize cash flow throughout the year.
Client-Centered Service
Direct access to your dedicated accountant via phone, email, or in-person meetings. No call centers, no gatekeepers -- just responsive, personal service.
Ready to Get Started?
Contact us today to learn more.