Pettinga Financial Advisors, LLC is a reputable investment advisory firm located in Evansville, Indiana. With over 340 individual clients and an impressive $866,824,000 in assets under management, Pettinga Financial Advisors has established itself as a trusted partner for individuals seeking expert financial guidance. The firm operates from two offices, leveraging its local presence to better serve clients in the Evansville area. While the firm's asset management portfolio comprises less than 30% of 401K and individual accounts, Pettinga Financial Advisors possesses the necessary expertise to manage employer funds. A noteworthy statistic is that 98% of the assets under management are discretionary, showcasing the firm's ability to make informed investment decisions on behalf of their clients. Pettinga Financial Advisors specializes in managing the wealth of high-net-worth individuals, who form the majority of their clientele. Their compensation structure is comprehensive, offering various options such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' needs and goals. The firm prides itself on its talented team of professionals. With a total of 10 dedicated employees, 7 of whom provide investment advisory services, Pettinga Financial Advisors boasts an average of approximately $123,830,000 in assets under management per investment advisor, aligning with industry standards. Notably, the firm has a few seasoned advisors who have been with the company for an extended period, including Matthew Volkman, Tonya Borders, and Brian Goebel, further enhancing its credibility and expertise. As a local investment advisory firm, Pettinga Financial Advisors, LLC remains committed to delivering personalized financial solutions and exceptional service to its valued clients in the Evansville community and beyond.

Lynch & Associates is a well-established investment advisory firm headquartered in Newburgh, IN, with a proven track record of delivering exceptional financial services. With a single office, they are deeply rooted in the local community and have earned a reputation for providing reliable investment advice. With a team of six highly skilled professionals, Lynch & Associates focuses solely on investment advisory services, ensuring a specialized and comprehensive approach to wealth management. The firm boasts an impressive average of $102,840,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is designed to accommodate a diverse range of clients, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees. Notably, Lynch & Associates has cultivated extensive expertise in managing employer 401Ks and individual investments, constituting around half of their assets under management. They have a proven track record in this space, ensuring that clients receive tailored strategies to maximize their financial goals. With an impressive 86% of assets under management being discretionary, Lynch & Associates demonstrates their ability to make independent investment decisions on behalf of their clients, utilizing their expertise and knowledge to generate favorable outcomes. Having served over 480 individual clients, Lynch & Associates has amassed an impressive $617,042,000 in assets under management. The firm takes pride in its team of dedicated professionals, including experienced advisors like Thomas Lynch, Ryan Lynch, and Kenneth Parker, who have been with the company for an extended period, contributing to the firm's stability and continuity. Overall, Lynch & Associates is committed to delivering personalized and comprehensive investment advisory services, leveraging their expertise to help clients achieve their financial objectives with confidence.