About

Our founders, Pitt and Dan, began working together at Dean Witter in 1985.  In the early 1990s, Dean Witter began to pressure their brokers to sell higher fee products to their clients. A clear conflict of interest, this frustrated Pitt and Dan.

“Sitting on the same side of the table as my clients was something I tried to do throughout my career as a broker, but my clients were still treated as customers. I was paid for transactions rather than building relationships. My clients were coming up short, and so was I.”

Jim Pittenger

Pitt left Dean Witter in June 1995 and a year later Dan joined him. Pittenger & Anderson became one of the first fee-only investment advisors in Nebraska.  This meant they embraced the fiduciary standard of care at all times and shunned being paid by selling products.  As we approach 25 years in business, our firm continues to grow and evolve. In 2012, we unveiled our succession plan by naming three new principals (Diane, Jon, and Trey). Since then, we’ve added two more owners (Blake and Shane), bringing our partner total to seven. This evolution will allow us to continue serving you for decades to come.

“From day one, we have been fully transparent and put our clients’ interests first. This fiduciary approach to each and every relationship has been a huge driver of our clients’ success, and thus our success. We never have to look back and can always greet our clients with a firm handshake and unblinking eyes.”

Jim Pittenger