Pinnacle Advisory Group has acquired Durbin Financial Advisors, a Florida-based registered investment advisory firm.
Founded in 1998, Durbin Financial is a financial planning and wealth management firm which manages approximately US$30 million.
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According to Financial Advisor Magazine, Durbin Financial principal Paul Durbin will become Pinnacle’s estate specialist, while advisor Carrie Beren will join Pinnacle’s wealth management team.
Commenting on the acquisition, Paul Durbin said: "When we went looking for a larger firm to partner with, Pinnacle was our first and only choice. We think Pinnacle Advisory Group’s size and scope are ideal, and we know our clients will benefit from the merge."
Pinnacle Advisory Group manages US$1.3 billion in assets from over 800 clients nationwide.
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