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The Pinnacle Group

Thank you for visiting our website. While you are here, we hope to demonstrate our ability to orchestrate nearly every facet of your financial life, and how we can help you gain the freedom to focus on the rest of it. We offer comprehensive wealth management and financial planning services through Raymond James Financial Services.

By trusting our team of experienced professionals with your wealth management needs, you can be confident your investments are being carefully managed. Our clients value their time and trust in our holistic financial planning, investment strategies and distinctive Service Focus model.

Above all, we take great care getting to know you in order to successfully manage your evolving financial life, including your legacy for future generations. We look forward to putting our talents and experience to work for you.

We are extremely excited to announce a special speaking engagement by Dr. Bob Froehlich, Senior Managing Director for The Hartford Mutual Funds, on Tuesday, September 7th at 6:30pm at Lewis Ginter Botanical Gardens.

Accolades

  • Congatulations to Carl on being named to Barron's 2010 Top 1000 Advisors in America! 1

  • Carl Mahler has been named to the Raymond James 2010 Chairman’s Council for the fifth year in a row. 2

  • In the June 2008 issue of Virginia Business magazine, Carl was listed among the top 50 wealth advisors in the state of Virginia

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC

The Pinnacle Group – An Independent Firm | 3748 Winterfield Road | Midlothian, VA 23113 | Phone: 804-378-1624 | Fax: 804-378-1625

1 In February 2010, Carl Mahler was ranked #17 in Virginia in the Barron's list of top 1000 Advisors. The list is a state-by-state ranking of America's top financial advisors. The rankings reflect advisers' assets under management, revenue generated for their firms, quality of service, regulatory records and charitable work among other factors. Past performance is not indicative of future results. Individual experiences may vary.

2 Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
© Raymond James Financial Services, Inc., member FINRA / SIPC