We offer an advisor relationship built on personal trust and company-wide integrity, serving as a fiduciary offering fee-only investment management and financial planning.
At Pettinga, we want your experience with us to be the best it can be. Thus, we pledge to you…
-- to live by our mission of delivering objective, fee-only investment, financial planning and life planning services.
-- to constantly strive for our vision of providing counsel designed to ensure you make prudent financial decisions that are in harmony with your goals, deliver personal satisfaction, and lasting peace of mind.
-- to be dedicated to long-term relationships built on the strength of our service,
-- and to cherish our client relationships as part of our success in helping people lead more fulfilling lives.
What we do:
Pettinga works with individuals and families, corporate executives, retirees and select institutions – delivering deep expertise that goes far beyond investment management and encompasses asset allocation, tax and estate planning, retirement planning, risk management, and the full array of financial counseling services.
How we do it:
We are a fiduciary, fee-only financial advisory firm, which means we offer objective advice, not products. By providing the highest level of personal service and adhering to the strictest standards of fiduciary excellence, we build trusted, long-term relationships that give our clients the necessary edge in an increasingly complex world.
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance, Investment Services
HQ Location
519 Main Street
Suite 100
Evansville, IN 47708, US
Keywords
Investment ManagementFinancial PlanningWealth ManagementAsset AllocatioRetirement PlanningEducation PlanningTax PlanningEstate PlanningRisk ManagementFinancial Counseling