Michael Kitces is available as a consultant for businesses that serve financial advisors on a B2B basis, to help strategize around how financial planning is changing in the digital age and the different types of advisors that companies may wish to serve. If you are looking to build your business or better understand and connect with financial advisors, financial planners, or wealth managers, Michael is available to work with your firm on a half or full day basis, or via 2-hour virtual sessions.

Some companies I have consulted with include:

BrightScope logo Wealthbox logo Symetra logo BoulevardR logo IDEO logo Betterment logoVestorly Logo - Smaller

Contact Michael for Consulting

If you are interested in consulting in the form of personal financial planning and investment management services, please visit Pinnacle Advisory Group.

PAG logo

If you are looking for consulting on how to structure and outsource the investment process and back-office for your financial advisory firm, with insights on marketing and growth strategy, please visit Pinnacle Advisor Solutions.