Joel Pettigrew
MBA, FIC, 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
Strategic Planning for Purpose Driven Lives
I help individuals and families gain financial clarity so they can move forward with confidence and make an impact where it matters most.
Purposeful Financial Solutions
From retirement income planning to investment strategies and education funding, my goal is to simplify complexity and help you make decisions that are wise, purposeful, and aligned with your values. To do this, I focus on three core pillars of financial guidance:
- Tax Efficiency: From Roth conversions and tax-smart retirement strategies to charitable giving and asset location, we work to reduce today’s taxes while preparing for tomorrow’s.
- Wealth Management: Disciplined investment management, personalized asset allocation, risk management, life insurance, and education funding—all integrated into a plan built around your goals, not a template.
- Legacy Planning: Through estate planning, charitable strategies, and multi-generational wealth transfer, we help ensure your legacy is more than assets—it reflects your values and the future you want to create.
Financial Expertise, Wherever You Are
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.
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Location
Fergus Falls Office
- Phone:
- 218-998-3700
Hours
M T W R F: 8 a.m. – 4 p.m.