• 3210 Beaver-Vu Dr. Beavercreek, OH 45434

    (937) 426-2202

  • Pinnacle Financial Associates


    Financial Services

    About Us

    You've worked hard to achieve your success. Let us help you put those successes to work for you with comprehensive financial strategies.

    We are committed to building long-term relationships with our clients to help them pursue their personal, business and financial goals.

    Whether it is creating a comprehensive investment and financial plan, your retirement plan, or plans for your business to succeed into the next generation, we develop strategies with an emphasis on long-term relationships. Our relationships are based on integrity, quality and responsiveness to your individual needs.

    Investment Strategies
    Financial Planning Services
    Retirement Plans
    Business Succession Strategies



    Daniel E Wolodkiewicz - CFP - Financial Planner
    Alexander D Wolodkiewicz - Financial Planner
    Rachel Wolodkiewicz - Executive Assistant

    Rep/Contact Info

    Alexander Wolodkiewicz, CFP®
    Financial Advisor
    Daniel Wolodkiewicz, CFP®
    Financial Advisor