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 guide 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.
Use investments that are too complicated to understand.
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 in 2019, 2020, 2021, 2022 & 2023.
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.
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5533 South 27th Street, Suite 201, Lincoln, NE 68512