We are honored to be recognized as one of the Top 9 Best Financial Advisory firms in the Twin Cities! The commentary below is the review originally posted at AdvisoryHQ.com:
“All of our review and ranking articles are always 100% independently researched and written. Firms do not pay for their ranking or our award emblem. In fact, most firms do not even know that they are being reviewed and ranked by AdvisoryHQ until after our reviews have been published to the public.”
Pitzl Financial Review
Pitzl Financial is a wealth manager and financial advisor in Minnesota, that believes in blending objective financial planning with investment management discipline to help clients preserve, protect, and enhance their wealth through various stages of their lives.
As one of the top teams of financial advisors in Minnesota, the Pitzl team believes that money should not be the central focus of financial decision-making. Rather, the achievement of one’s life aspirations should drive the planning process.
While operating as an independent wealth advisory firm, Pitzl Financial is part of the BAM Alliance, a network of like-minded, independent advisors who collectively manage over $26 billion in client assets. This alliance enables Pitzl clients to benefit from a wealth of synergies which result in evidence-based, holistic, and transparent advice.
Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm in Minnesota
The following key considerations allowed Pitzl Financial to make it into our list of top wealth management firms in Minnesota.
Independent, Fee-Only Advisors
As a fee-only investment manager and financial planner, the company holds itself fully accountable to its clients for fees charged to them. The firm does not sell any products, nor does it receive any referral fees from other professionals.
As a top-rated wealth management firm, Pitzl Financial acts as fiduciaries to its clients. This means the advice rendered by the firm and its team of advisors is always in the best interest of the client, without any conflict of interest or personal gain by any other parties (especially the firm and its advisors).
Unique “Your Personal Boardroom™” Approach
Pitzl Financial takes a unique, corporate board-like approach to governing and managing their clients’ wealth. “Your Personal Boardroom™” is their answer to empowering clients with CEO/Chairperson-like status, while the firm and its advisors are accountable to help accomplish the goals and objectives the client has set out for the Board.
Evidence-based Investment Philosophy
Pitzl Financial uses an evidence-based, passively-managed philosophy, grounded in Modern Portfolio Theory (MPT), to invest and manage clientwealth. This approach is based on academic research and backed by hard facts about the behavior of markets and individual client behavior as well as how individuals react to market behavior.
The company uses this evidence to build diversified portfolios, manage risk tolerance, and reduce investment costs to enhance overall portfolio returns.