Unlike firms that charge commissions or fees based on asset size, our flat-fee model ensures more of your money stays invested and working for you. With transparent, unbiased, and conflict-free advice, we focus solely on helping you maximize your wealth and achieve lasting financial security.
Our financial planning services are crafted to deliver long-term clarity and confidence. Here’s how we lay the groundwork for your financial success:
By establishing a solid foundation with our meticulous planning, we prepare you for informed and effective financial and investment management. Let’s set the course for your long-term financial success together.
Our ongoing financial advisement services are designed to keep you confidently navigating your unique financial path. Here’s how we ensure your continued success:
Chief Financial Advisor and Principal
As Chief Financial Advisor at Pinnacle Financial Freedom, Nigel Upton is known for his exceptional expertise and dedication to transforming clients' financial futures. With over three decades of experience as a top executive in Fortune 10 companies, Nigel combines strategic insight with a deep understa
Chief Financial Advisor and Principal
As Chief Financial Advisor at Pinnacle Financial Freedom, Nigel Upton is known for his exceptional expertise and dedication to transforming clients' financial futures. With over three decades of experience as a top executive in Fortune 10 companies, Nigel combines strategic insight with a deep understanding of personal finance to achieve successful results.
Nigel’s commitment to financial mastery was ignited by managing his career and finances alone after losing his parents in his mid-twenties. This experience drives his passion for helping others achieve financial clarity and confidence. His approach integrates meticulous planning, strategic investment, and a flat-fee model, ensuring every dollar works harder for clients.
Under Nigel’s leadership, Pinnacle Financial Freedom offers unbiased, conflict-free guidance tailored to each client’s goals. His dedication to transparency and integrity guarantees advice focused on maximizing wealth and securing financial futures.
Nigel’s focus on empowering individuals and families makes him a sought-after advisor for those seeking a trusted partner on their path to financial freedom and long-term success.
Chief Operations Officer
As Chief Operations Officer at Pinnacle Financial Freedom, Susan Underhill brings over 25 years of leadership experience, driving operational excellence and supporting strategic growth. She specializes in optimizing organizational processes, managing high-performing teams, and ensuring seamless business operations,
Chief Operations Officer
As Chief Operations Officer at Pinnacle Financial Freedom, Susan Underhill brings over 25 years of leadership experience, driving operational excellence and supporting strategic growth. She specializes in optimizing organizational processes, managing high-performing teams, and ensuring seamless business operations, which are essential to our referral-only business model. Susan’s role is pivotal in enhancing operational efficiency, compliance and streamlining internal processes, enabling our financial advisors to focus on providing clear, unbiased guidance.
Before joining Pinnacle, Susan held senior leadership positions at Fortune 500 companies, where she was recognized for her expertise in operational management and business development. Her commitment to integrity and excellence underpins Pinnacle's success, ensuring that both our advisors and clients receive exceptional support and service.