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News & Events

  • The Pinnacle Group Technology Power Hour
    Tuesday, February 5, 2019 @ 11am

    -Join us to learn how to navigate Client Access, Vault, and Account Aggregation
    -Session will be held at The Pinnacle Group office for approximately one hour
    -You are encouraged to bring your own fully charged personal device (laptop, tablet, or smart phone)
    -Seating is limited. Please RSVP to or 804.378.1624.

  • The Pinnacle Group Market Update & Lunch
    Tuesday, February 12, 2019 @ 12pm

    Does market volatility have you standing on the ledge? Is this just the beginning of The Big One? Are we headed for a recession? Off a market peak on September 20, 2018, when the S&P 500 Index reached 2,930 points, investors have been whipsawed with an almost 20% pullback through Christmas Eve that has since been followed with a rapid 9% recovery through January 7, 2019.

    We strongly urge you to join us Tuesday, February 12, 2019 at 12pm for lunch and a discussion on recent market activity at Salisbury Country Club 13620 W Salisbury Road Midlothian, VA 23113.

    Please RSVP to (804) 378-1624 or by Tuesday, February 5, 2019.

  • The Pinnacle Group Savings & Investing Boot Camp
    May 13, August 12, and November 25 @ 5:30pm

    Don't you wish someone told you at 25 or 35 how important it is to start saving for retirement even when you had barely started your adult life?

    This session is open to friends and family. Please feel free to forward this invitation along to anyone you know who could benefit from a lesson on the basic principles of investing, how the markets work, and the importance of beginning their savings for retirement as early as possible.

    Seating is limited. Please RSVP to or 804.378.1624.

Carl Mahler’s Market Commentary Accolades
  • 2019 Carl Mahler named to the Raymond James Chairman's Council for the thirteenth year in a row. 1
  • 2018 Carl Mahler named to Forbes list of Best-In-State Wealth Advisors 2
  • 2018 & 2016 Carl Mahler named to Financial Times 400 Top Financial Advisers 3
  • 2017 Raymond James Financial Services ranked once again by Fortune Magazine among the most admired securities companies in the world 4

1 Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
2 The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Forbes or SHOOK Research.
3 The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2018, roughly 880 applications were received and 400 were selected to the final list (45.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
4 Fortune collaborated with our partner Korn Ferry Hay Group on this survey of corporate reputations. We began with a universe of about 1,500 candidates: the 1,000 largest U.S. companies ranked by revenue, along with non-U.S. companies in Fortune's Global 500 database that have revenues of $10 billion or more. We then winnowed the assortment to the highest-revenue companies in each industry, a total of 680 in 28 countries. The top-rated companies were picked from that pool of 680; the executives who voted work at the companies in that group. To determine the best-regarded companies in 51 industries, Korn Ferry Hay Group asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company's score must rank in the top half of its industry survey to be listed. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Fortune is not affiliated with Raymond James.