Three former Morgan Stanley financial advisors have launched their own firm with help from LPL Financial's supported independence model, Strategic Wealth Services.
Matt Tabler, Mark Eberle and Mark Allison’s new firm is Pinnacle Private Wealth Advisors, based in Bellevue, Washington. The trio reported having served approximately $650 million in advisory, brokerage and retirement plan assets.
The remain focused on high-net-worth families, entrepreneurs, executives, and professionals and are joined by four support staff members.
“Our business is driven by personal relationships with our clients. It’s so satisfying to help them with the burden of managing their wealth, taking some of the stress off their plates so they can focus more on living a more fulfilled life,” Eberle said in a statement.
The advisors were attracted to the Strategic Wealth Services model, which enables them to focus on serving clients rather than business management as they have access to LPL’s integrated wealth management platform.
“By having a dedicated team to manage some of the business operations, we can wake up fresh every morning to focus solely on our clients,” Allison said.
Tabler explained the three advisors’ decision to leave Morgan Stanley and start their own firm with LPL.
“We have always worked for the client, not for a firm. This move to independence allows us to put our clients’ needs first, without corporate influence,” he said. “We have the freedom to operate on our own terms, as well as enhanced resources that will help us elevate the client experience.”
Market risk index shows hidden perils in seeking safety, and potential benefits from non-traditional investment vehicles.
Friends and family members are "the easiest type of victim to profile and steal from,” said one attorney.
The commissioner also known as "Crypto Mom" says the agency is willing to work on different models with stakeholders, though disclosures will remain key.
Cetera's policy advocacy leader explains how gig worker protection proposal might hurt independent financial advisors, and why it's "a complete outlier" in the current legal landscape.
Meanwhile, Osaic secures a new credit union partnership, and Compound Planning crosses another billion-dollar milestone.
Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style services among mass affluent clients through tax-first planning, technology, and collaboration—positioning firms for long-term success
Chris Vizzi, Co-Founder & Partner of South Coast Investment Advisors, LLC, shares how 2025 estate tax changes—$13.99M per person—offer more than tax savings. Learn how to pass on purpose, values, and vision to unite generations and give wealth lasting meaning
