
As president and CEO, my priority is to assemble a team of professionals to optimally serve our clients, and to cultivate and maintain close client relationships. I am dedicated to developing successful financial blueprints to meet the specific needs of each individual, multi-generational family and their business. I have a passion for providing helpful financial information through speaking at national conventions, writing articles and providing educational videos and webinars. I also enjoy working closely with purchasing cooperatives, associations and franchises nationwide.
National Appointed Activities
- 2011 - 2018:
Small Business Council Member
United States Chamber of Commerce - 2009 - 2011:
New Fund Committe Member
National Cooperative Business Association - 1998 - 1999:
Board of Directors
National Association of Personal Financial Advisors - 1997 - 1999:
Board of Directors
International Warehouse Logistics Association - 1988 - 1990:
Board of Trustees
National Foundation for Financial Planning - 1984 - 1987:
Member
The National Ethics Committee (IAFP) - 1984 - 1985:
Chairman of the Board
National Association of Personal Financial Advisors - 1983 - 1986:
Board of Directors
International Association for Financial Planning - 1983 - 1984:
President
National Association of Personal Financial Advisors
State and Local Appointed Activities
- 2009 - 2012:
Small Business Committee Member
Indiana Chamber of Commerce - 1994 - 2000:
Chairman
Purdue University Financial Counseling Program Advisory Board - 1992 - 1996:
Board of Directors
Indiana Society to Prevent Blindness - 1980 - 1981:
President
Indiana Chapter of the International Association for Financial Planning - 1978 - 1982:
President
Anderson Economic Development Commission
Convention and Industry Presentations
- Ace Hardware
- Advance Auto Parts: CARQUEST
- Anderson University
- Ball Memorial Hospital
- Ball State University
- Bekins
- Blue Hawk
- Carpet One Floor & Home®
- Do It Best Hardware
- Evergreen Marketing
- Flooring America
- Furniture First
- HDA Truck Pride
- IDC-USA
- Illinois Academy of Family Physicians
- Independent Welding Distribution Cooperative (IWDC)
- Indiana Business Bank
- Indiana Continuing Legal Education Forums
- Indiana University Medical School
- Institute of Advanced Financial Planners
- Institute of Certified Financial Planners Retreat
- International Design Group (IDG)
- International Warehouse Logistics Assocation (IWLA)
- IS Group
- Johnstone Supply
- Lighting One
- Mayflower
- NEMEON
- National Association of Personal Financial Advisors (NAPFA)
- National Coop Business Association (NCBA)
- National Lumber Dealers Association
- National Retail Hardware Association (NRHA)
- North American Movers Association
- Orgill
- Pro Source
- Purdue University
- Purina/Purina Dairy
- Texas Warehouse Association
- The Drake Group
- Triple-S
- True Value Hardware
- University of Chicago School of Medicine
- United Hardware
- Wallace Hardware
Published Articles
- The Wall Street Journal
- USA Today
- Money Magazine
- The New York Times
- Dow Jones Investment Advisors
- Medical Economics
- Financial Planning Magazine
- Worth
- Bottom Line Personal
- Bloomberg.com
- Indianapolis Business Journal
- The Indianapolis Star
- Personal Financial Planning Magazine
- PR Newswire
- US Chamber's Free Enterprise Magazine
- Indiana Chamber's Biz Voice Magazine
- NRHA's Hardware Retailing Magazine
- Paint & Decorating Retailer Magazine
- AWRF's SlingMakers Magazine
- TIA Publication's 3PL Perspectives
- TheHardwareConnection.com
- Worth
- Industrial Distribution
- InsideIndianaBusiness.com
- BusinessNewsDaily.com
- Casual Living Magazine
- Kids Today Magazine
- Home Accents Today Magazine
- HomeChannelNews.com
- USChamberMagazine.com
- Hardware+BuildingSupplyDealer.com
- Mayflower Warehouseman
Accolades
- 2016:
Family Business Magazine recommends Gary's book Your Family Business, Your Family Net Worth on FamilyBusinessMagazine.com - 2009:
Voted a FIVE STAR: Best in Client Satisfaction Wealth Manager as featured in Indianapolis Monthly Magazine - 2008:
Voted a FIVE STAR: Best in Client Satisfaction Wealth Manager as featured in Indianapolis Monthly Magazine - 2007:
Selected one of the 10 Most Dependable Wealth Managers by Goldline Research as featured in the Northwest Airlines NWA Magazine - 1998:
Voted one of the top 120 financial advisors as featured in Medical Economics - 1997:
Voted one of the top 250 best financial planners as featured in Worth Magazine - 1996:
Voted one of the top 200 financial advisors as featured in Worth Magazine - 1994:
Voted one of the top 60 financial advisors as featured in Worth Magazine - 1982:
In Money Magazine's article "Seven of the Best" it is said that "among financial planners, no one has a higher reputation than Gary Pittsford."
More About Gary
Ask me about:
- Farming:
I grew up on a large farm in central Indiana. My younger brother has taken over the crop and cattle operations. - Different ways to make money:
While growing up, I learned to hunt and trap in order to make extra cash. Today I still enjoy hunting in Alaska, Montana and British Columbia. I also enjoy fishing with my two sons. - In the Army:
After training for one year to repair Nike Hercules missiles at Redstone Arsenal in Huntsville, AL, I was sent to Okinawa for 18 months, where I continued to work on them.