Panoramic Financial Advice
Panoramic Financial Advice is a virtual, fee-only financial planning firm specializing in younger physicians and physician families. Panoramic offers an end-to-end financial services package, and provides a trustworthy, experienced approach to reaching your and your family’s goals. Founder Andrew McFadden, CFPâ, MBA, has been serving young physician families for over eight years, and is sought out by residency programs to speak and educate young physicians. His well-developed planning method helps young physicians achieve that coveted balance of preparing well for the future, while being able to enjoy the present. To schedule an introductory call, please click here or email the Director of Client Services, Crista Newman, directly at [email protected].
- Services: Financial planning, investment management, tax strategy
- Ideal Client:Young physician fams wanting to simplify financial lives
- Fee Structure: Flat-fee
- Location: Fresno, CA
- Panoramic Financial Advice Application, ADV2
- Website, [email protected]
panoramicfinancial.com, (559) 906-0723
Latest WCI Podcast Appearance:
Fee Structure:
For Physician clients:
New Attendings (first 3-5 years)
Individuals – $300/month
Single income household – $350/mo
Dual income household – $400/mo
Established Attendings
Based on complexity – ranges from $300/mo to $1,000/mo
**No hidden fees and no commissions
***No asset minimums