We specialize in customized wealth management solutions for families and individuals. We are passionate about making your investment experience as productive and transparent as possible.


Firm Announcements and Newsletters

Change of Ownership

This is to notify you of a change in the ownership of Pottle Financial Services, Inc. (the “Firm”). Anna Pottle, an advisor with the Firm, has purchased the business from Peter Pottle. We plan to continue to manage the Firm with the same investment philosophy, and manage your account with the same level of diligence and care.

Anna Pottle has been an advisor with the Firm since 2017. She has a long and unique history within the finance industry. Early in her career, she worked with two of the Big Four accounting firms in business valuation and financial analysis, serving Fortune 100 clients. She has also worked with many companies as a financial consultant, and is a trusted advisor for private equity firms and turnaround consultants, who solicit her assistance with their struggling portfolio companies.

Anna has worked with Peter over the last year to understand your investment objectives and needs, and to ensure that your account continues to be well managed.

We acknowledge the respect and trust you placed in Peter. We are excited to establish the same relationship with you as the new leadership of Pottle Financial Services, Inc.

Thank you in advance for placing your confidence in us to continue managing your investments.


Pottle Financial Services, Inc.

Anna Pottle