Evansville, IN NW Martin Luther King Jr Blvd Office
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Pettinga Financial Advisors, LLC
Team
Firm-wide stats for Pettinga Financial Advisors, LLC
About
Pettinga Financial Advisors is an SEC-registered advisory firm that manages approximately $1.28 billion in client assets and serves primarily high-net-worth and individual clients, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, financial planning (with more complex plans available for a separate fee), and ERISA plan services, including 3(38) investment management and non‑fiduciary advisory work for participant-directed plans.
Pettinga tailors portfolios to individual client objectives, using customized allocations that may include mutual funds, ETFs, investment-grade fixed income, third‑party managers and, where appropriate, alternative investments; some clients are managed using model portfolios. The firm discloses that its models are materially supported by BlackRock, and that research and model recommendations from BlackRock predominantly favor iShares ETFs, a relationship Pettinga identifies as a potential conflict and for which it provides disclosure and mitigation.
Pettinga is an indirect, wholly-owned subsidiary of Focus Financial Partners, which is in turn indirectly owned by investment vehicles affiliated with Clayton, Dubilier & Rice and with Stone Point, linking the firm into a network that includes other registered advisers, broker-dealers, pension consultants and firms that sponsor or advise private funds. The firm also describes relationships with major custodians and industry providers (including BlackRock, Schwab and Fidelity) that supply research, technology and conference support — arrangements the firm documents as economic benefits that are disclosed to and managed for clients.
Based on Pettinga Financial Advisors, LLC
Expertise
Based on Pettinga Financial Advisors, LLC
Location
215 NW Martin Luther King Jr Blvd
Evansville IN 47708
Advisors at this office
6
Advisors at this office
Brian G
CFP®
Evansville, IN
Pettinga Financial Advisors, LLC
Brian Goebel is a CFP® professional with 25 years of experience in financial advising. He has been with Pettinga Financial Advisors, LLC since 2013. The firm manages approximately $1.11 billion for a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Pettinga offers discretionary investment management, financial planning, and ERISA plan services, utilizing customized and model portfolios with a range of investment options.
Addison V
Series 65
Evansville, IN
Pettinga Financial Advisors, LLC
Addison Volkman is a financial advisor at Pettinga Financial Advisors, LLC with three years of industry experience. They hold a Series 65 designation and have been with Pettinga Financial Advisors since 2017, with intermittent periods of full-time education. Pettinga Financial Advisors, LLC is an SEC-registered firm managing approximately $1.11 billion for individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary investment management, financial planning, and ERISA plan services, utilizing customized and model portfolios that include mutual funds, ETFs, fixed income, alternative investments, and individual securities.
Joel M
Series 63, Series 66
Evansville, IN
Pettinga Financial Advisors, LLC
Joel Mullins is a financial advisor at Pettinga Financial Advisors, LLC in Evansville, IN, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at several firms, including FDx Advisors, Inc., FIFTH THIRD SECURITIES, Inc., LPL Financial, BB&T Investment Services, Inc., and Invest Financial Corporation. Pettinga Financial Advisors manages approximately $1.28 billion in assets, serving primarily high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management and financial planning, using customized portfolios that may include mutual funds, ETFs, fixed income, third-party managers, and alternative investments.
Matthew V
CFP®, Series 65
Evansville, IN
Pettinga Financial Advisors, LLC
Matthew Volkman is a CFP® with 29 years of industry experience and has been with Pettinga Financial Advisors, LLC since 2011. He holds a Series 65 license and is based in Evansville, Indiana. Pettinga Financial Advisors, LLC is an SEC-registered advisory firm managing approximately $1.11 billion for individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and ERISA plan services, utilizing customized and model portfolios that include mutual funds, ETFs, fixed income, alternative investments, and individual securities.
Austin V
Series 65
Evansville, IN
Pettinga Financial Advisors, LLC
Austin Volkman is a financial advisor at Pettinga Financial Advisors, LLC in Evansville, IN, holding a Series 65 credential with six years of industry experience. He has been with Pettinga Financial Advisors since 2017. Pettinga Financial Advisors is an SEC-registered firm managing approximately $1.28 billion in assets, serving high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary investment management, financial planning, and ERISA plan services, tailoring portfolios to client objectives with a range of investment options and model portfolios supported in part by BlackRock.
Tonya B
Series 65
Evansville, IN
Pettinga Financial Advisors, LLC
Tonya Borders is a Series 65-licensed financial advisor at Pettinga Financial Advisors, LLC in Evansville, IN, with 14 years of industry experience. She has been with Pettinga Financial Advisors since 2011. Pettinga Financial Advisors is an SEC-registered advisory firm managing approximately $1.11 billion for a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, financial planning, and ERISA plan services, utilizing customized and model portfolios that incorporate a range of investment vehicles and third-party resources.
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