Protecting our clients from the
financial services industry since 1995.
Top 10 ways you will benefit from working with P&A
1 – P&A’s fee-only business model means we aren’t paid by commissions or by the products we use in your account. Our only compensation is the management fee you pay us. The only way we get paid more is if your account increases in value, resulting in shared success.
2 – We will always put your interests ahead of our own. Not only are we held to a fiduciary standard, which by law requires us to, but it’s in our DNA. Putting the interests of our clients first eliminates the conflicts found in other financial advisory relationships. Consider us your financial advocate.
3 – Need help planning for retirement? Want advice on making charitable gifts more tax-efficiently? We empower our clients with our complimentary services. All these services are included in the management fee you pay us, so get as much work out of us as you can.
4 – Our open office environment breeds collaboration and teamwork among our staff, which ultimately benefits you. We bring well over 100 years of collective experience to the table for you, while our team’s diverse backgrounds, perspectives, and skills complement each other nicely.
5 – We are active communicators with our clients, in good times and bad. When you call in, you are quickly connected with a member of our team who can help you. No voicemail or phone mazes and phone calls are promptly returned.
6 – Our business model is all about transparency. P&A’s fee schedule fits neatly on one page and is written in plain English. In addition, we manage our personal monies using the same strategies and investments we will use for you.
7 – We take great pride in doing things the right way. Neither the firm nor any of its employees have ever been disciplined by any financial regulator. We take your privacy and confidentiality very seriously and do not discuss who our clients are or what their financial affairs look like outside the walls of Pittenger & Anderson.
8 – P&A is highly efficient and our staff is highly educated. Our team of eight manages $875 million. Of these eight, five are Certified Financial Planners and one is a Chartered Financial Analyst Level II candidate.
9 – While we are based in Lincoln, Nebraska, we manage money for clients from coast to coast. People are drawn to our independence, Midwestern work ethic, and friendliness. We will always treat you with a high level of respect.
10 – Charles Schwab & Co. is our recommended third-party custodian. They hold your assets, send you monthly statements, and provide 24-hour online access to your account. Knowing a third party like Schwab is involved will give you a sense of security.
If these benefits appeal to you, give us a call at 402-328-8800 or 1-800-897-1588 and ask to speak with Pitt, Dan, Diane, Trey, or Jon.