Lonestar Wealth Management

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Lonestar Wealth Management Pinnacle Investment Advisors is a Full Service-Fee Based Financial Planning Firm. We only work in the clients best interest.

We have the team, the knowledge, the skills and the process for those that desire to pursue your financial goals Celebrating 30 years of helping people just like you. We have passed the rigorous Series 65 Law Exam which mandates that we work in the capacity of a Fiduciary. Our planning process and our experienced team validates this process. Additionally, you will NOT see any reviews posted on this site. With our licensing credentials, it is a compliance violation to have reviews posted. The Ohio Division of Securities deems this to be promissory and is strictly prohibited. It is permitted that we can provide you with names and phone numbers of our long term clients and you are welcomed to call them to discuss how we have served them over the years.

And that’s a wrap on the BEST show in town!The Elite Advisor Forum brought together 100 of the nation’s top financial ad...
10/12/2026

And that’s a wrap on the BEST show in town!

The Elite Advisor Forum brought together 100 of the nation’s top financial advisors for three incredible days of inspiring guest speakers, insightful market updates, and meaningful discussions about the remainder of 2026 and the outlook for 2027.

The experience became even more memorable when one of my clients from California joined us on the final day to meet members of our team. We then enjoyed a wonderful weekend together exploring the breathtaking beauty of Zion National Park!

And the excitement doesn’t end here! Stay tuned as we announce upcoming radio show appearances featuring some of the forum’s outstanding speakers, sharing valuable insights and perspectives with our listeners.

Great people. Great conversations. Incredible experiences. And a commitment to making a difference!

Some of our guest speakers included Michael Eruzione & Rob McClanahan, two of the players from the 1980 USA Hockey Team and Brian Belski, a legend within our industry.

Additionally, Team Lonestar was recognized with three prestigious awards!

During this episode, we'll cover common Medicare mistakes people could make around enrollment, plan selection and premiu...
09/24/2026

During this episode, we'll cover common Medicare mistakes people could make around enrollment, plan selection and premiums.

Today we're talking about Medicare, and more specifically, some of the mistakes people could make along the way that could end up costing real money.

What an amazing time at the 2026 Air Force Ball @ WPAFBLonestar Weath Managment was honored to be a Patriot Sponsor at t...
09/13/2026

What an amazing time at the 2026 Air Force Ball @ WPAFB

Lonestar Weath Managment was honored to be a Patriot Sponsor at this prestigious event

During this episode, we'll explore what Dolly Parton's life and words could teach us about building both financial wealt...
09/10/2026

During this episode, we'll explore what Dolly Parton's life and words could teach us about building both financial wealth and “wisdom wealth.”

Sunday's Show - "10 Financial Mistakes to Avoid"We're going back to basics a little bit by talking about common financia...
09/04/2026

Sunday's Show - "10 Financial Mistakes to Avoid"

We're going back to basics a little bit by talking about common financial mistakes, the kind that don't necessarily make headlines, but could quietly chip away at someone's financial health over time.

Tune in Sunday as we share an amazing tribute to Robin Williams!
08/13/2026

Tune in Sunday as we share an amazing tribute to Robin Williams!

This week, we’re sharing stories and thoughts to inspire you on your journey toward retirement—and life beyond it.I’m of...
08/07/2026

This week, we’re sharing stories and thoughts to inspire you on your journey toward retirement—and life beyond it.

I’m often asked what makes me different and why I approach my work the way I do. Today, I’ll share more about my passion for helping people and making a difference in their lives.

We’ll also explore some timeless life lessons from Charles Schulz, creator of Peanuts.

And next week, we’ll dedicate our show to the memory of Robin Williams—celebrating his laughter, humanity, and impact on the world.

During this show we will discuss retirement planning considerations and explore how much you want saved as you approach ...
03/18/2026

During this show we will discuss retirement planning considerations and explore how much you want saved as you approach retirement.

Additionally we will reference a US News & World Report article, Retirement Tips for Women (and men too) and the Kiplinger article, Is Your Retirement Savings on Track?

Address

4027 Colonel Glenn Highway
Beavercreek, OH
45431

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19376676500

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