519 Main Street, Suite 100
Evansville IN 47708
info@pettinga.com
812-436-4000

Built on Relationships

1994Year of Foundation

Pettinga Financial was founded by Mark Pettinga. From its inception, the firm has followed the fiduciary model of investing.
10Professionals

Our team has advanced degrees and deep expertise in law, business, finance, and accounting.
3Lines of Service

We offer investment management, financial planning, and retirement plan services.
948Million

As of December 31, 2021, our firm managed over 948 million dollars in assets.
600Clients

We advise over 600 clients throughout the United States.
87Partners

As a Focus Financial Partner, we have access to the knowledge base and best practices of some of the best-led firms in our industry.

Our Credentials

Since our founding in 1994, we have held trust, competency, integrity, and transparency as our core values. Our team has advanced degrees and deep expertise in the fields of law, business, finance and accounting. We believe our broad expertise and collaborative thinking result in better investment decisions and more meaningful solutions to a wide-range of our client’s needs.

We’re on your team

Whether you are planning for your family’s future or safekeeping an institutional fund, there is no substitute for proper financial counsel. With Pettinga Financial, you will:

Receive consistent, independent, timely advice tailored to your level of financial knowledge.
Find it easy to use our services and to understand roles and responsibilities (yours and ours).
Enjoy a relationship with a financial professional who is dedicated to you and makes you feel comfortable in expressing your thoughts.
Discover an environment in which we respect and understand you.
Receive clear explanations about the choices available to you, as well as reasonable expectations of possible outcomes and potential consequences.

We cherish our clients’ trust in us, and we are serious about our responsibility to you. Ultimately, we are teammates and we want you to achieve your financial goals, peace of mind, and personal fulfillment.

Pettinga Financial provides unbiased, comprehensive, fee-only financial advice. That means our interests are tied solely to your well-being, and you can count on receiving consistent, independent, timely advice tailored to your level of financial knowledge in an environment of mutual respect.

We are a fiduciary

While there are many qualified advisors in the financial services field, only advisors held to a fiduciary standard are required to put your interests above all else.

As a fiduciary, Pettinga Financial has a responsibility to act in your best interest and a legal obligation to exercise full disclosure and be transparent. At every step of our client relationship, we develop strategies and clearly articulate recommendations based on what is more advantageous to you.

We are independent

Pettinga Financial provides objective, comprehensive, fee-only financial advice. In contrast to brokers, banks, and insurance companies that employ commission-based sales people, we receive no commissions, nor do we accept payments from third parties. Our fees are not concealed in fine print. Pettinga Financial works for an agreed-upon amount established at the outset. Your cost is clear.

Creating client-centered, personal investment portfolios

Because every individual is unique and has a unique set of goals, we believe that it’s important to provide highly individualized investment recommendations that are focused on individual objectives and risk tolerance.

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