Joel Pettigrew
MBA, BFA™
Stewardship. Generosity. Purpose.
State(s) Licensed: AZ, GA, MN, ND, PA
116 S Vine St Suite A
Fergus Falls, MN 56537
Stewardship. Generosity. Purpose.
State(s) Licensed: AZ, GA, MN, ND, PA
Guidance with Purpose. Planning with Conviction.
I help individuals and families gain financial clarity so they can move forward with confidence and make an impact where it matters most.
My work is grounded in thoughtful, values-based financial planning—with a focus on stewardship, generosity, and intentional decision-making. Whether you're preparing for retirement, navigating a major life transition, or seeking to align your finances with your faith and long-term goals, I walk alongside you to create a strategy that reflects what truly matters.
From retirement income planning to investment strategies and charitable giving, I aim to simplify complexity and help you make decisions that are both wise and purposeful.
I serve clients locally in the Fergus Falls and Battle Lake area—as well as across the country—by offering guidance rooted in clarity, integrity, and care.
If you're ready to take the next step with confidence, I’d be honored to help.
A Financial Partner You Can Depend On
I believe financial planning is about more than just investments—it’s about stewardship, purpose, and building a future you can feel good about. With a consultative, planning-first approach, I help pre-retirees, business owners, and families create financial strategies that work for them, not the other way around.
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Location
Fergus Falls Office
- Phone:
- 218-998-3700
Hours
M T W R F: 8 a.m. – 4 p.m.