A complete list of active advisors currently associated with Pittenger & Anderson Inc

Warmer can help you find a great advisor at Pittenger & Anderson Inc or one who fits your needs even better.

Pittenger & Anderson provides discretionary investment management and financial planning to individuals and families, high‑net‑worth clients, trusts and estates, qualified retirement plans, donor‑advised funds, and nonprofit or public fund clients. Its services include model portfolios built with mutual funds and ETFs, custom equity and individual‑security portfolios, qualified plan advisory, and limited stand‑alone financial planning engagements. Investment decisions are overseen by an Investment Committee that blends passive and active approaches, emphasizes simplicity and cost control, and relies on fundamental, quantitative, and qualitative analysis with regular monitoring and periodic rebalancing. The firm typically uses diversified model portfolios for many clients but constructs customized individual stock and fixed‑income portfolios for larger or specialized relationships and exercises discretion under written advisory agreements. Distinctive aspects include managing donor‑advised funds and nonprofit/public fund mandates—often through formal RFP processes—and acting as independent portfolio manager for DAF participants alongside sponsor requirements. The firm operates on a fee‑only basis, manages over $3 billion with a relatively small advisor team, and is family‑owned with succession planning that intentionally limits any individual shareholder’s ownership stake.

To learn more about the advisors currently working at Pittenger & Anderson 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.