Facts and Insights
PETTYJOHN, WOOD & WHITE, INC. is a financial advisory firm that specializes in providing investment management and financial planning services to clients. With over 30 years of experience in the industry, they have established themselves as a reputable and reliable source of financial expertise.
How does the advisor help clients – Key Takeaways:
- Offers personalized investment management and financial planning services tailored to each client’s unique financial goals and needs
- Utilizes a team-based approach to provide comprehensive and well-rounded financial advice
- Expertly manages portfolios to help clients achieve long-term financial success
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | Over 30 years |
Financial Services Offered
PETTYJOHN, WOOD & WHITE, INC. offers a diverse range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Planning
Client Types
PETTYJOHN, WOOD & WHITE, INC. caters to a variety of clients, including individuals, families, small business owners, and retirees. They also provide services to trusts, estates, and charitable organizations.
Fees & Compensation
The fees and compensation charged by PETTYJOHN, WOOD & WHITE, INC. are structured to align with the best interests of their clients. They operate on a fee-only basis, meaning they do not receive commissions or incentives for recommending certain investments. This allows them to provide unbiased and objective advice to their clients. The exact fee structure may vary depending on the services provided and the complexity of the client’s financial situation, but it is always fully disclosed and discussed with the client before any agreements are made.
Background
PETTYJOHN, WOOD & WHITE, INC. was founded in 1989 by John Pettyjohn, David Wood, and Karen White. All three founders bring a wealth of experience and expertise to the firm, having previously worked at large financial institutions before coming together to create their own firm. Today, the firm is still led by the original founders, with a team of experienced advisors supporting them.
Financial Advisor Disclosures to Know
PETTYJOHN, WOOD & WHITE, INC. prides itself on maintaining transparent and ethical business practices. As such, they have no disclosures to report, meaning there have been no legal or disciplinary actions taken against the firm or any of its advisors. This is an important factor for clients to consider when choosing a financial advisor, as it reflects the trust and credibility of the firm.