Financial Planning For College

The following resources are provided as a starting point for families looking for advice regarding the financing of a college education. (The inclusion of any resource on this list is not an endorsement or guarantee of outcomes or results) 



Caroline KOrn, Pinnacle Investments, LLC

Comprehensive wealth management, advisory and investment services for individuals and institutions.  Pinnacle provides a personalized approach to investment management.  Their services includes financial planning, asset management, traditional brokerage, and employer sponsored retirement plans.


Manning & Napier

Since 1970, Manning & Napier has delivered solutions that help clients meet their financial goals. They offer a broad range of investment management and benefits products and services to individuals, institutions and partners. Their active, independent and opportunistic style allows them to manage risk in line with client objectives across a variety of market environments.