About Us
Most business owners built something remarkable. Then they hit a wall — how do we actually hand this off? That's where we come in. Pinnacle Wealth Advisors specializes in succession planning that doesn't feel like rocket science. We've worked with 47 family businesses, 23 solo entrepreneurs, and a handful of partnerships who all had one thing in common: they wanted out, but not badly enough to settle for less. Your business took years to build. It deserves more than a quick sale to the highest bidder. We make sure the people you care about — whether that's your kids, your team, or a strategic buyer — actually get a fair shot at running what you created.
Over time, we’ve built a reputation for reliability, quality, and clear communication. We treat each project as a partnership and aim for outcomes that last.
Our Story
Started back in 2011 by two former business owners who got tired of watching their peers make succession disasters. We watched too many companies crumble because nobody had a plan. Watched families fight over inheritance. Watched talented operators get shut out because they couldn't afford to buy in. So we decided to fix it. Spent the first 6 years learning everything about succession law, tax strategy, and family dynamics. Built a network of lawyers, accountants, and mentors who actually care about getting deals right. Today? We're the people businesses call when they're ready to pass the torch. And we take that seriously.
Our Core Values
The principles that guide everything we do
Transparency First
No hidden fees. No jargon salad. You'll understand exactly what's happening with your succession plan. We talk straight, even when it's uncomfortable.
Family Matters
Your business is tied to relationships you've built over decades. We protect those relationships during the transition. Money's important. Your family staying intact is everything.
Long-Term Thinking
We're not chasing commissions. We structure deals that work 10 years from now, not just on closing day. That's how you sleep at night.
Specialized Expertise
Succession isn't just tax planning or legal work. It's both, plus psychology, plus strategy. We bring people who actually understand all four.
Meet Our Team
The people behind Pinnacle Wealth Advisors
Adrian Popescu
Founder & Lead Strategist
Started two businesses, sold one successfully, learned the hard way on the other. Built Pinnacle because he got frustrated watching smart owners make dumb succession mistakes. Speaks three languages. Obsessed with details.
Elena Țîrcolea
Succession Architect
13 years in tax law before joining us. Her superpower? Structuring deals that don't blow up in your face later. Married a business owner. Understands both sides of the equation better than anyone.
Bogdan Mihalache
Family Dynamics Coach
Psychology background. Spent years helping families stay together while splitting companies. Knows how to have the conversations nobody wants to have. Three kids of his own — he gets the stakes.
We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.
Our Approach
Our approach combines proven methods with modern tools. We start with discovery, align on goals, plan clearly, and execute with quality checks at every step.
Our Mission & Our Vision
Our Mission
Help business owners exit on their terms, with their wallets full and their consciences clear. We handle the complicated stuff so you don't have to. No magic formulas. No promises we can't keep. Just honest advice that prioritizes your family's future over our commission.
Our Vision
A world where business owners don't panic about succession. Where transitions happen smoothly. Where the next generation (or new owner) inherits something stable and thriving — not a burning building. That's the dream. And we're here to make it real.