Investment Management & Financial Planning

for Money in Motion Events

Retirement

Business Sale

Inheritance

Seeking a New Advisor

Clarity

Wisdom

Purpose

The confidence your money is looking for

A TRUSTED GUIDE

You shouldn’t have to navigate the financial jungle on your own.

Focused on you

Your advisor ought to be attentive and responsive.

Collaborating with you

You deserve a fiduciary advisor, not a financial salesperson.

Your guide for money in motion events

Retirement

Business Sale

Inheritance

Seeking a New Advisor

Your path to clarity

Step 1

Schedule a 15‐minute get acquainted call

Step 2

A 1‐hour in‐person or virtual meeting that adds value

Step 3

Investment strategy and/or financial plan overview

We’re here to serve, not sell

P&A made the CNBC Financial Advisor 100 List for 2019, 2020, and 2021.

We understand the concerns you may have

Who is P&A?

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.

Will it cost me a lot?

Unlike most financial advisors, we don’t sell products or earn commissions. We have an incentive to keep your investment costs low.

Who will hold my money?

Having an independent, third-party custodian is important. Charles Schwab is our preferred home for client assets.

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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.

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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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