For over 25 years, we’ve helped hundreds of clients manage their money with confidence through a combination of efficient investment management and detailed financial planning.
We help people who:
Have over $500k in investable assets.
Want to delegate the management of these monies to a professional team.
Seek a financial advocate to help with the many decisions they face.
How we add value:
– By serving as a full-time fiduciary with a single, simple, and transparent management fee.
– By keeping your investment expenses low while still achieving a well-diversified portfolio geared toward your goals.
– By having a defined and systematic quarterly account review process that includes proactive communication from us.
– By offering our 10 complimentary services which focus on minimizing taxes and maximizing your financial life.
– By gaining access to the expertise of our entire team, while having a dedicated Lead Advisor and Service Advisor.
Unlike most financial advisors, we do not:
Earn commissions by selling investments or financial products.
Get compensated in multiple ways.
Only act as a fiduciary when offering advice (and not when recommending investments).
To learn more about our most important factors to consider when hiring a Financial Advisor, download your complimentary guide,
“Our 5 Keys to Choosing a Financial Advisor”.
P&A made the CNBC Financial Advisor 100 List for 2019, 2020, and 2021.
Pittenger & Anderson, Inc. is a full-time fiduciary and a fee-only investment advisor based in Lincoln, Nebraska. We help over 700 individuals and families living in over 30 U.S. states.
By downloading our complimentary retirement guide “Our 5 Keys to Choosing a Financial Advisor”, we may email you additional articles of interest and resources we think you’ll find helpful. You can unsubscribe from these emails at any time by clicking the unsubscribe link at the bottom of the email.
5533 South 27th Street, Suite 201, Lincoln, NE 68512