Pittenger & Anderson is an independent, fee-only investment advisor based in Lincoln, Nebraska.

Top 5 Reasons P&A is Unique

#1 – We are held to a fiduciary standard

A fiduciary is legally required to act in the best interests of their clients at all times. In addition, fiduciaries must disclose all conflicts of interest and how they’re compensated. The vast majority of financial advisors, including fee-based advisors, aren’t required to act in their client’s best interests at all times or disclose how they’re paid. Read more…

#2 – An emphasis on portfolio management over sales

P&A is a fee-only advisor, meaning we aren’t compensated by commissions or transaction-related fees. We spend 80% of our time managing client portfolios and 20% of our time on marketing. Transactional advisors typically spend 80% of their time marketing and selling products. Read more…

#3 – P&A is a financial advocate for our clients

An advocate is someone who fights for the interests and rights of another. We view ourselves as financial advocates for our clients, making sure your money is working hard while expenses are kept to a minimum. As a fiduciary, our advice to you isn’t tied to the sale of a product. Read more…

#4 – Transparency

We eat our own cooking. Our personal portfolios are invested in the same manner as our client’s. In addition, P&A fully discloses all fees, operates in a manner that is free of conflicts of interest, and takes the confidentiality of our clients very seriously. Read more…

#5 – Our clients stay with us

During the 2008-09 bear market, P&A retained 98% of our clients. Knowing clients vote with their feet, it’s our objective to create an environment that will cause our clients to invest for the long term and say, “I trust you.” This validation defines our purpose and supplies the reason we are in the business of offering advice. For us, there is no greater reward than the trust of a client. Read more…


Are you ready for a financial advocate? Click here to learn what comes next.