Andrew McFadden, MBA, CFP®
Financial Planning & Investment Management for Physicians
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Financial Planning & Investment Management for Physicians
Areas of Focus
- Family and Money
- High Net Worth
- High Net Worth Retirement Planning
- Insurance
- Investment Management
- Retirement Planning
- Roth Conversion Strategies
- Saving for College
- Student Loan Advising
- Tax-Efficient Planning
About Andrew McFadden, MBA, CFP®
I’m Andrew McFadden, CFP®, founder of Panoramic Financial, a fee-only fiduciary financial planning firm specializing in helping attending physicians and their families.Physicians face a unique combination of financial decisions—student loans, rapidly increasing income, retirement savings, taxes, insurance, employee benefits, investing, college funding, and eventually retirement. My goal is to help simplify those decisions and give busy physicians a clear financial plan they don’t have to manage on their own.
At Panoramic Financial, we provide ongoing financial planning and investment management for physicians who value professional guidance, proactive advice, and the ability to delegate their finances to someone who understands their career.
Our work commonly includes retirement planning, investment management, tax planning, insurance guidance, student loan strategy, employee benefits, college planning, and helping clients make smart decisions as their financial lives become more complex.
I’ve worked in the financial industry for more than 20 years and built Panoramic Financial around a simple idea: physicians should be able to spend less time managing their finances and more time focused on their careers, families, and the things they enjoy.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Fresno, CA, United States, 93710
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Subscription
What to expect in the first meeting
Our first meeting is an opportunity to get to know one another and determine whether Panoramic Financial is a good fit for your needs. We’ll learn more about your financial situation, what you’re hoping to accomplish, and the areas where you’d like help. We’ll also explain how our ongoing financial planning and investment management services work, answer your questions, and review what it would look like to work together. There’s no need to prepare a detailed financial plan or gather every financial document beforehand. The goal of this conversation is simply to understand your needs, answer your questions, and determine whether it makes sense to take the next step.Offers Investment Management
Yes
About Panoramic Financial
Panoramic Financial is a fee-only fiduciary financial planning and investment management firm specializing in serving attending physicians and their families.We work with busy physicians who want comprehensive financial guidance but don’t want to manage every financial decision on their own. Our clients value having a trusted advisor who understands the unique financial opportunities and challenges that come with a physician’s career.
Our ongoing financial planning services may include retirement planning, investment management, tax planning, student loan guidance, insurance recommendations, employee benefits, college planning, and other financial decisions that arise throughout a physician’s career.
Investment accounts are professionally managed as part of our ongoing advisory relationship, while we also help clients coordinate the many financial decisions that extend beyond their investment portfolio.
Panoramic Financial is built for physicians who value delegation, proactive advice, simplicity, and a long-term relationship with an advisor who understands their financial lives.
As a fee-only fiduciary firm, our advice is designed around our clients’ best interests. We do not sell insurance or investment products or receive commissions for our recommendations.
Education
California State University, Fresno, Master of Business Administration; Bachelor of Science, Mathematics
Hobbies and Interests
- Exercising
- Family
- Foodie
- Golf
- Pickleball
- Tennis
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Dual Income Family
- Families
- Living in Retirement
- Mid-Career Professionals
- Parents
- Physicians
- Pre-Retirees
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
