A complete list of active advisors currently associated with Pitzl Financial
Warmer can help you find a great advisor at Pitzl Financial or one who fits your needs even better.
Pitzl Financial provides investment management and financial planning to individuals, trusts, charitable organizations, businesses and qualified retirement plans, managing roughly $498 million for about 394 clients with a four-person advisory team. Services include discretionary portfolio management, written financial planning delivered through a customized "Financial Playbook," and consulting on tax, estate, insurance and retirement matters. The firm’s investment approach is rooted in Modern Portfolio Theory and a long-term, buy-and-hold orientation, emphasizing diversified, passively managed asset-class mutual funds—primarily funds offered by Dimensional Fund Advisors—supplemented with ETFs or individual securities when appropriate. Pitzl Financial uses portfolio modeling and Monte Carlo analysis to set allocations, conducts periodic (at least quarterly) reviews, and may delegate management of laddered fixed-income portfolios to a third‑party fixed income manager under discretionary authority. A noteworthy operational feature is the firm’s affiliation with the accounting firm Pitzl & Pitzl, PA; the brochure discloses reciprocal referrals, conflict‑of‑interest mitigation, and that the adviser may, at its discretion, pay tax-preparation fees for clients who use that CPA, while clients remain free to use other providers. The firm also contracts with Focus Partners Advisor Solutions for trade processing, reporting and fixed-income sub‑advisory services, and offers a cash-aggregation service (Flourish Cash) alongside its Financial Playbook, which together shape its implementation and back‑office model.
To learn more about the advisors currently working at Pitzl Financial, 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 |
|---|---|---|
Arden Hills, MN
| 4
| |
Arden Hills, MN
| 26
| |
Arden Hills, MN
| 2
| |
Arden Hills, MN
| 12
|
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