Pitzl Financial, LLC

It’s not about us. It’s about you. Our goal is to help you achieve financial success, however you define it. At Pitzl Financial, success is defined by you, and based on how you choose to use your resources to reach the personal milestones in your life. Effective financial planning requires an ongoing commitment to the process of planning. Great planning ensures that you have resources available to accomplish the goals you are trying to reach, weather the surprises that you will face, or plan for the life transitions you will experience in the years ahead. Instead of worrying about dollars and cents, you can focus your energy on the personal needs of you and your family. We deliver the personal touch of a small business with the resources and expertise of industry giants. We view our client relationships as partnerships working on a common set of goals. Your life goals dictate the focus of our relationship and we adjust our planning process to you, not the other way around. We are an independent, fee-only financial planning and investment management firm, and we stand for everything Wall Street does not. We offer a refreshing, modern spin on the financial planning process in conjunction with an evidence-based approach to investing. We adhere to a fiduciary standard of care at all times when working with our clients. As a fee-only firm, we do not sell products, nor do we accept any third party compensation of any kind. Our allegiance lies solely with you. We believe in a team approach to financial planning and investment management. We invest heavily in our team, our technology, and our education. As the need for specific products or services arises, we will either work with your existing advisors (insurance agents, attorneys, accountants, bankers, mortgage brokers) or introduce you to folks we know and trust to assemble a cohesive, trusted team of experts working together as Your Personal Boardroom™. Pitzl Financial is a St. Paul – Minneapolis Fee-Only financial planning and wealth management firm. We pair objective financial planning with disciplined investing to help clients manage, grow and protect their assets through all of life’s transitions. We believe that the fundamental purpose of financial planning is to help people make better and more consistent financial decisions. Money is best used in a manner that supports one’s life, rather than being the driving force in the decision-making process. Money is a tool and a means to live the life you want. Many financial decisions revolve around topics like investing, tax reduction, or cash flow planning, but some of the biggest and most important financial decisions we make are actually about things much bigger than money. Our process is not about products. It is all about intentionally aligning your personal financial affairs with your values and goals. We apply academic, evidence-based principles in the technical areas of financial planning and marry them with your unique financial personalities and lifestyle to create a plan that works for you. We strongly believe in a collaborative process where we serve as advisors to you, your family’s CEO.

Address: 3900 Northwoods Drive Suite 240, Arden Hills, MN 55112, USA

Phone: +1 651 287 3712
FAX: +1 651 287 3766