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Although not one of a kind, our business plan is unique. Pittenger & Anderson is a fee-only advisor, which means our only compensation is the annual management fee we charge. This eliminates conflicts of interest found in advisory relationships that rely on sales of investment products and commissions paid to the advisor. You have a right to know how your advisor is compensated.
We regard ourselves as advocates for our clients, reducing transaction costs whenever possible, as well as delivering unbiased financial advice. P&A manages client assets in personalized portfolios and makes investment decisions conscious of taxable events. We believe long-term investment success requires a partnership between the client and advisor.
It is our opinion that a financial plan is fundamental to the investment success of our clients. To that end, we offer comprehensive financial planning services to our clients. P&A employs three CERTIFIED FINANCIAL PLANNER™ professionals and we have two more studying for the certification.
If this is your first time visiting us and would like a brief overview of how we operate, click on the Overview link to the left. To learn more about the benefits of using a fee-only advisor, click here.
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