Andy Panko
Owner of Tenon Financial, an RIA focused on retirement and tax-informed planning; has grown his firm to hundreds of millions in AUM while maintaining a flat-fee model and prioritizing work-life balance.
Best podcasts with Andy Panko
Ranked by the Snipd community
5 snips
Mar 3, 2026 • 1h 30min
Ep 479: Maintaining Good Work/Life Balance While Adding Advisors And 4Xing The Firm To $315M with Andy Panko
Andy Panko, owner of Tenon Financial who scaled a flat-fee RIA to hundreds of millions while keeping work-life balance. He discusses why he hired mid-career advisors, how a flat-fee model clarifies time versus revenue, protecting lifestyle while growing, handling seasonal workload, and marketing via education to keep steady prospects.
