Investment & Wealth Planning Services

Your partner for all of life’s transitions and financial decisions.

Pitzl Financial is a Minneapolis - St. Paul based fee-only financial planning and wealth management firm. We combine objective financial planning with disciplined investing to Design, Build, and Protect your assets through all of life’s transitions. Our approach to the planning process has consistently earned us a place in the Top 12 Financial Advisory Firms in the Twin Cities.

We believe that the fundamental purpose of financial planning is to help people plan for – and live – a better life. Money is best used in a manner that supports your life rather than being the driving force in the decision-making process. Money is merely a tool to help you live the life you desire.

While many financial conversations revolve around topics like investing, tax reduction, or cash flow planning, some of the most important financial decisions we make are actually about things bigger than money. Our process is not about products. It's 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(s).

Welcome to Your Personal Boardroom™.

Our Services

Financial Planning

Inherently, money has no value at all. It is a dull, lifeless, man-made creation designed to ease the facilitation of commerce. The real value of money lies in what it allows you to experience. Money is an excellent servant to our lives, but makes for a horrible master.

Investment Philosophy

As individuals, each of us is unique. While we each have distinct investment objectives, one of the most essential elements of investing is having the ability to distinguish between investing and speculating.

Investment Discipline

The most fundamental purpose of developing a coordinated investment plan is to ensure that there is a smart place for you to get money whenever you need it. We recognize that life’s bills do not always come at the peak of a market cycle, so it is critically important to build resiliency into your portfolio.

Your Personal Boardroom™

An effective board of directors has a clear mission and understanding of what the entity is trying to accomplish. A clear and honored mission, coupled with shared commitments, results in a highly effective team working in tandem to accomplish common goals.

Recent Blogs

Jun 5, 2024

Empowering College Students: A Summer Financial Checklist

Education

Spring is upon us, and summertime is just around the corner! Some of you are welcoming back your college kids for a well-deserved break. (And you know what that means – shoes left in front of the door, laundry left on the floor, and dishes left in the sink. 😉) Jokes aside, many students and parents use the summer break to reset between the busy school year that has finally come to an end and the upcoming fall semester. This can also be an opportune time to reassess your college student’s financial roadmap, so they - and you - enter the next school year with confidence.