While we don't have the name recognition of major Wall Street firms, we don't have the baggage either. Our fee-only business model is a big reason why. Our team continues to grow, and with this growth comes the capacity to help more people on their. Not to be confused with quick lube financial advice, mass produced financial advice is what you.
Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.
Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.
Services
Patience and discipline are an investor's friend, while fear and greed are their enemies. We don't believe in trying to time the market. Staying fully invested to an appropriate investment mix will lead to the best long-term outcome for you. Market volatility is normal and to be expected. It also presents opportunities to rebalance your account or realize losses that we can use to offset future gains.
There are many pieces to your financial life that need to fit together, much like a puzzle. Your likelihood for success is higher if you build out the edge pieces first before moving to the interior. Developing a sound financial plan is very similar. Then we'll ask you for a short list of financial information that you can easily and securely upload to our client portal, mail to us, or drop off at our office.
Our two Senior Health Insurance Program (SHIP) counselors can review your current Medicare coverage for potential savings, or help you enroll in Medicare around your 65th birthday. Annual review of other investment accounts held away from P&A, including your employer retirement plan account (401k, 403b, etc.) and 529 college savings accounts.
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