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Choosing a financial consultant is about more than credentials or returns. It’s about finding a partner who understands your unique challenges, shares your values, and offers the strategic insight to protect what you've built and elevate what comes next.
Here’s why business owners, high-income professionals, and legacy-minded families choose Pfister Financial:
Our team is grounded in Biblical principles that shape how we lead, serve, and steward your financial life. This foundation creates a culture of integrity, humility, and long-term perspective.
With us, when your advisors operate from purpose, you get more than strategy. You get service that’s trustworthy, intentional, and aligned with higher principles. Our commitment to faith ensures that we treat your goals with the same care, reverence, and responsibility we would our own.
Since 1988, we’ve walked alongside business owners and high-income earners through every kind of market cycle and economic shift. Our experience isn’t just longevity. It’s insight earned through decades of decision-making in complex environments.
Our multi-disciplinary expertise includes:
Tax strategy and business planning
Legacy and estate planning
Risk management and protection
Succession and exit planning
This depth means we connect dots others might miss, bridging the gap between long-term vision and day-to-day execution.
You deserve more than someone who reacts to markets or manages transactions. You deserve a partner who sees the big picture, anticipates your needs, and grows with you.
At Pfister, we provide proactive, strategic guidance that evolves with your business and life. We don’t just review your plan. We refine it continually to reflect new opportunities, goals, and challenges.
This means:
You always have a plan that’s current, not outdated.
You get guidance that’s holistic, not piecemeal.
You receive attention that’s personal, not transactional.
It’s not just a service. It’s a relationship built on insight, intention, and long-term partnership.
Our planning framework is built around three integrated focus areas:
Tax & Business Strategy: We help you keep more of what you earn while aligning business decisions with long-term financial outcomes.
Dual Purpose Wealth Building: We structure your finances to grow wealth and maintain liquidity, so your money works harder without sacrificing access or safety.
Legacy Creation & Management: We help you protect what you’ve built and pass it on with purpose, clarity, and family alignment.
Together, these pillars form a complete system that empowers your next step—and the next generation.
You shouldn’t have to manage a dozen professionals or hope they communicate well. That’s our job. We’ve cultivated long-standing relationships with top-tier CPAs, tax attorneys, actuaries, and transition experts.
What does that mean for you? Broader capabilities. Proprietary strategies. And peace of mind knowing that all the moving parts of your plan are being coordinated with care.
We stay at the helm, so your vision stays intact.
Most people come to us overwhelmed by jargon, half-explained products, or advice that doesn’t feel personalized. That’s why we start by listening.
We ask better questions, seek to understand the full picture, and only then offer guidance. We’re here to make sure you’re never left in the dark. You're equipped, empowered, and ready for what’s next.
What’s it like to work with us? Our clients describe it as high-touch and highly human.
We bring excellence in every detail:
High-touch service
Proactive problem-solving
Personalized, responsive communication
Every strategy starts with a simple question: What matters most to you?
We measure success not by assets under management or complex reports, but by whether we helped you take a meaningful step toward your vision. When your goals become our goals, progress follows naturally.
In finance, consistency builds confidence. That’s why we focus on reliability, follow-through, and transparency in every interaction.
Our team is committed to delivering what we promise and staying with you, not just when things go smoothly, but through every challenge and change.
A 30-minute call. No pressure. Just clarity about what matters most to you.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.