Andrew Panko (CFP®, EA, MBA, RICP®)

Andrew Panko focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

  • Retirement income planning
  • Social Security optimization
  • Tax minimization
  • Roth conversions
  • Passive, fee-conscious, index-based investing
  • Tax-efficient investing

Additional Information

Prior to launching Tenon Financial, I spent 19 years working in various capacities within the global insurance, banking and investment industries. I've been involved in the creation, trading, risk management, financing and portfolio management of many of the products and services used throughout the financial advisory industry.  These experiences have given me a deep understanding and appreciation of the inner workings of the financial services world.  That knowledge is incorporated into the services we offer and value we provide.

I started Tenon Financial because I realized most advisory firms overcharge for the services they provide and don't give enough consideration to tax planning, which is a tremendous disservice. My goal is to provide truly comprehensive service and a high level of value for a fair and reasonable fee. That's why my fee is a fixed annual amount instead of a percentage of your investable assets. And unlike most advisors who only focus on managing investments, I also specialize in other critically important areas of retirement planning such as Social Security planning and tax minimization strategies.

If you'd like to learn more about me and my views on retirement planning, check out my YouTube channel, Retirement Planning Demystified, and my free Facebook group, Taxes in Retirement.

NAPFA Start Date

November 05, 2019

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This Office

33 Wood Ave S Ste 600 Iselin, NJ 08830-2717 Phone: (732) 902-0066