12700 Hillcrest Road,
We’ve had the privilege of working with individuals and families over several generations. Throughout our years of service, our clients have valued and appreciated the combination of traits that distinguish our firm. The client service experience at Fetterman Investments, Inc., has been designed to provide the best service and focus on our relationships with our clients.
Market Knowledge: Since our founding in 1985, we have provided wealth management for clients through a wide range of market conditions. This track record of experience continues to inform our prudent approach and long-term perspective.
Expertise: Every client benefits from the collective experience of our principals, which spans more than 30 years. Our team-based approach provides access to the specialized expertise of each one of our professionals.
We specialize in areas that truly set us apart from others. Our college planning process creates a comprehensive financial plan to help pay for college while simultaneously saving for retirement. We also specialize in helping to create customized student loan repayment plans to help families take advantage of public service loan forgiveness programs, when they can.
Independent Advice: We pride ourselves on providing an objective point of view. Our goals and those of our clients are one and the same.
Personal Relationships: Our clients experience only one kind of relationship—the kind based on deep understanding and mutual respect. In our experience, this is fundamental to the success of every wealth management plan.