Pensinger Financial

At Pensinger Financial, we understand the importance of trust in financial planning and investment management. As a fee-only, independent financial planning firm, we prioritize our clients' interests above all else. Our team, led by Certified Financial Planner Michael Pensinger, has been providing unbiased and trusted financial planning expertise to individuals, families, and businesses since 2014.

Our Story

With a commitment to transparency and straightforward pricing, we have built a reputation as Lemont's highest-rated financial planning and investment management firm. Our independence means we have no products to sell, and our interests are directly aligned with yours. We find the best investments to fit your financial needs, ensuring you receive honest and personalized guidance.

Our Services

We offer a comprehensive range of services designed to help you achieve your financial goals. Our services include:

• 401(k) / 403(b) Review and Rollover
• Solo 401(k) Plan
• Small Business Retirement Plans
• IRA and Brokerage Account Management
• Retirement Planning
• Investment Management

Our team takes a fiduciary approach to financial planning, providing personalized guidance and expertise to help you navigate the complex world of finance. We believe in empowering our clients with education and transparency, ensuring they feel confident and comfortable in their financial decisions.

Our Core Values

At Pensinger Financial, we are guided by a set of core values that shape our approach to financial planning and investment management. These values include:

• Trust Above All Else
• Independent and Fee-Only
• What it Means to be a CFP
• Code of Ethics
• Investment Philosophy

These core values are the foundation of our business, and we strive to uphold them in every interaction with our clients.

Giving Back

At Pensinger Financial, we believe in giving back to the community. We are committed to making a positive impact on the lives of those around us, and we strive to do so through various initiatives and charitable donations.