Advisor perspective
Brandon Pettee founded Pettee Money Manager to deliver practical, employer-focused financial guidance in a format clients can act upon immediately.
With experience advising households across multiple industries, Brandon emphasizes coordinated benefit strategies that reinforce long-term wealth and protection goals. His consultations integrate retirement, insurance, and cash-flow considerations so every decision is reviewed in context.
“Clients value the combination of clarity and accountability. We highlight the decisions that matter, provide rationale behind each recommendation, and outline exactly how to implement next steps.”
How each consultation is structured
- Establish priorities, timeline, and any planned changes in employment or household status.
- Review available benefits, retirement plans, and ancillary programs with supporting documents.
- Stress-test the coverage design against potential risks and savings objectives.
- Deliver a written summary with sequencing, responsible parties, and follow-up checkpoints.
Professional standards
- Fiduciary-level recommendations grounded in your objectives, not product quotas.
- Plain-language documentation that details the rationale behind each action item.
- Coordination with existing advisors or HR teams when additional context is needed.
Focus on clarity
Each plan includes decision checkpoints, so you understand when to revisit coverage or contributions as your career evolves.
Schedule with Pettee Money Manager
Use our online booking tool to secure your 30-minute consultation, or reach out directly with questions about scope and availability.
