Pitzl Financial

Pitzl Financial manages investment portfolios and provides comprehensive financial planning for individuals, trusts, charitable organizations, businesses, and retirement plans. Pitzl Financial builds diversified portfolios using primarily passively managed asset class mutual funds and index funds, particularly those offered by Dimensional Fund Advisors, along with exchange-traded funds and customized fixed income portfolios. Pitzl Financial develops customized investment policy statements for clients and continuously monitors portfolio allocations on a discretionary basis. In addition to investment management, Pitzl Financial offers financial planning services covering personal budgeting, education funding, risk management and insurance analysis, tax and cash flow planning, estate planning, and retirement strategies. Financial planning is typically included at no additional charge for clients who maintain investment assets with Pitzl Financial. Pitzl Financial is owned by Joseph D. Pitzl, John M. Pitzl, Daniel C. Pitzl, and Justin J. Gabriel, and has been in business since 2014.