The firm serves individuals and families going through money-in-motion events, providing investment management, financial planning, and complimentary services. Their preferred minimum relationship size is $1 million of investable assets, however, if you're a high earner who is committed to saving aggressively, they will consider the relationship. They are a fee-only Registered Investment Advisor and a full-time fiduciary providing services to 800+ clients in over 30 U.S. states. Founded in 1995 by Jim Pittenger and Dan Anderson, the firm has been in business for 30 years and is ranked #5 on CNBC's Financial Advisor 100 list for 2025.

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At P&A, successful investing requires patience, discipline, and a long-term perspective. They don't chase trends or try to time the market, focusing on what works. They use simple, transparent portfolios with liquid, easy-to-understand investments that can be efficiently bought and sold. Markets are unpredictable, but certain factors remain within their control—expenses, processes, and portfolio construction. Short-term volatility is the price investors must pay to enjoy the long-term compounding benefits of the stock market. They believe consistently participating in the market is more effective than attempting to time it. As a fee-only fiduciary, their advice is not influenced by commissions, proprietary products, or sales incentives.

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