Michael E. Kitces

Michael E. Kitces


Pinnacle Advisory Group

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland. In addition he is the co-founder of the XY Planning Network and New Planner Recruiting, the former practitioner editor of the Journal of Finanical Planning, the host of the Financial Advisor Success podcast, and the publisher of the leading finanical planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning.

Michael is extremely active at both the local and national level in the financial planning profession, serving on numerous boards and task forces. He is also a member of the Editorial Review Board for the Journal of Financial Planning, a commentator on retirement distribution and retirement planning issues for Leimberg Information Services Inc., and a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession. For his active work in the profession, Michael was one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. In addition, he has variously been recognized as financial planning’s “Deep Thinker,” a “Legacy Builder,” an“Influencer,”a“Mover & Shaker,” and a “Rising Star in Wealth Management” by industry publications.

Michael welcomes your questions, comments, or inquiries at questions@kitces.com.