215 NW Martin Luther King Jr Blvd
Evansville IN 47708
info@pettinga.com
812-436-4000

Mark PettingaFounder
Financial Advisor

EDUCATION
  • Indiana University Bloomington, B.S. Business Management
  • Indiana University Bloomington, Doctor of Jurisprudence (JD)
BACKGROUND

I started my career in the personal trust and asset management group of Bank One, Indianapolis (now Chase Bank) as a Trust Officer, managing investments for large trusts and estates and administering estates of the banks’ clients. I then moved to the tax group of Ernst and Young where, as a Tax Manager, I performed executive income tax and financial planning, and prepared gift and estate tax returns. I joined an Indianapolis-based Registered Investment Advisor, The Oxford Group, LTD, as a Director and served individual and institutional investment and financial planning clients. In 1994, my wife and I decided to move to her home city of Evansville, and I established Pettinga Financial Advisors.

Pettinga Financial Advisors - Mark Pettinga

I have a fascination for economics and take great pleasure in helping people achieve their life financial goals. I believe people deserve an honest relationship with a financial advisor they can trust. I enjoy being in a position where I can be that advisor.

PERSONAL PHILOSOPHY

I graduated from law school and stepped right into the crash of 1987. I also guided clients through tough markets in 2000 and 2008. Having gone through those experiences gives me a longer-term perspective on investing. I’m patient, letting long-term plans play out instead of overreacting and trying to outguess the market. I learned through years of personal and professional experience to value steady performance based on sound principles.

We can’t control the markets, but what we can control is the service we deliver to our clients and being accountable to them. Everyone at our firm is responsive to client inquiries and requests. We deliver what we say we’re going to deliver.

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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