A complete list of active advisors currently associated with Pensinger Financial, Inc.
Warmer can help you find a great advisor at Pensinger Financial, Inc. or one who fits your needs even better.
Pensinger Financial provides investment advisory and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm offers ongoing portfolio management—including the preparation of an Investment Policy Statement and discretionary trading authority—and standalone hourly financial planning on topics such as retirement, tax considerations, insurance, and college funding. The firm’s investment approach is grounded in efficient market theory and modern portfolio theory and emphasizes long‑term investing primarily through mutual funds and ETFs, with a focus on indexed equities and fixed income. Pensinger Financial documents risk tolerance and goals in client Investment Policy Statements, monitors portfolios regularly, and conducts at least annual portfolio reviews. Noteworthy aspects in the brochure include serving small-business clients in addition to individuals and the firm’s disclosure that it may enter into referral or solicitor arrangements with unaffiliated professionals, which can affect how clients are introduced. The brochure also discloses an account minimum ($250,000), use of a recommended custodian (Altruist Financial LLC), and a written Code of Ethics that frames how potential conflicts and personal trading are managed.
To learn more about the advisors currently working at Pensinger Financial, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lemont, IL
| 1
| |
Lemont, IL
| 12
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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