Panoramic Financial Advice has been a true blessing . My husband and I who work in the healthcare industry found ourselves lost in the finance world, which to many may be a daunting experience unless it's within one's expertise. Working with Devin our financial advisor and team was the best decision we could have made for ourselves. Through our meetings and the knowledge that we've gained, we feel so much more comfortable in knowing that we are working towards our financial goals and are on the right path. Devin and Panoramic Financial Advice offer us a safe space to really put a mirror in front of our current status and be able to work forward from there without any judgement. Devin is able to provide us a thorough review and truly helps us feel like we're a team working towards our financial goals under his coaching/guidance. We never feel pressured during our discussions and personable approach just puts us at ease. We were able to learn how to maximize accounts, investments and really make our hard earned money work for us. Panoramic Financial Advice is clearly a group of people who are passionate about what they do. They provide supplemental reads/discuss our future goals/asks us to take assessments to really help them and help us be informed about what we want and what we're working towards. Im delighted to share they have excellent communication, organization, patience and security with our information. They foster a collaborative approach and truly does follow up on both tasks given and requested. Lastly, in our biannual reviews, we were able to see our great progress consistently in the past few years. Devin, helps keeps us accountable with our discussions and most importantly celebrates and shares in excitement our wins together which adds a nice personal touch to our financial journey. It's been amazing so far and I would highly recommend to others! Thank you guys. Real game changer! read more

It's definitely nice to know there's someone I can trust for financial guidance. They're good, genuine people and provide quality service. We've been with them for maybe 8 years now and appreciate all their help. read more

Andrew and the Panoramic team are dependable and trustworthy. I've been a client for years now and they respond quickly and treat their clients with a personal approach. I am not knowledgable about anything in finance, so they bear with me when I ask dumb questions and patiently walk me through whatever questions I have. Panoramic is well worth the investment as I end up saving much more than I would without them. read more

Andrew and his team at Panoramic Financial are absolutely incredible as they value relationships and straight forward financial wisdom. This is not a transactional relationship, but one where Andrew truly gets to know and care for you and your family as you talk about future plans with your money. I trust him and his team as they have poured solid advice on a variety of money decisions my husband and I have made over the last decade, and have held us accountable to those with encouragement and truth. His updates about the market provide an educated, easy to understand explanation of what is currently happening and a sense of peace about what it may bring for the future. We cannot recommend Panoramic enough for their professionalism, wisdom, and especially care for our finances and even more, our family. read more

Our family has been working with Andrew at Panoramic Financial Advice for about eight years now and we are very happy. Andrew does more than asset management: he really gets to know you and helps you think about your financial priorities with your personal values in mind. We always consult with him when making big financial decisions about things like retirement planning or taking on new debt; but we also value Andrew's input about smaller financial questions, like daycare costs or vacation planning. He has insightful, prudent advice that keeps the big picture (including your values) in focus. Andrew and his whole team are highly professional and responsive. Highly recommend. read more

We've been with Panoramic since residency. Andrew and Devin have been instrumental in helping us creating a plan to pay off our student loans and for our financial future. Working with them has been great, couldn't ask for more. They are very responsive and have a personal touch, which is often rare in this day and age. read more

I've been with Andrew and Panoramic financial since 2016. My wife and I are both physicians and we finish residency at about the same time. We were both saddled with very large student loan debts. Andrew and his team specialize in physicians finances and so he understands the issues that we specifically faced. From getting term, life, insurance and disability insurance to coming up with a payment plan to read ourselves of debt, while also maximizing earnings through investments, We have been very happy with Andrew and his team in regards to financial planning. I'm interested in personal finance And have read several books and research various Online forums, such as white coat, investor to educate myself. As we have grown with Andrew and our financial situation has become more Involved, having him and his team guide us through to Our goal Of financial independence Has been invaluable. If you took the time to research all of the investments, Do backdoor Roth IRA conversions, research the appropriate life and disability Insurance, Adjust 401(k) contributions, to maximize it, Sure you may not need a Financial planner. You could theoretically do it on your own. But as we have a growing family And our time is limited due to work and other obligations, having Andrew and his team Use their expertise To guide us has been Extremely valuable To us. Through his guidance we have been able to pay off our student loans, purchase a home, and have an excellent financial stability. I would recommend Andrew and his team without any reservation read more

Panoramic financial have been my advisers since my plans to move from abroad back to the US since early 2019. They have followed my journey through 2 different states. Despite reading a significant amount of books on investing and financial planning, my experience with panoramic financial helped me further. Financial planning could be complex and a lot small facets needs to be managed or reminded about. Panoramic financial do have a winning recipe but they do adjust it based on your preference and mine were quite unique with faith related and social situation nuances. Also they are good at listening to my yammering. I do talk a lot to think loudly and the team has been adapt at managing that too :). read more

This team of advisors is fantastic. Friendly, genuine people that know the markets and take the time to go over each client's goals and plans so they can provide a completely tailored experience to our needs. Not just with investments but making sure you have proper insurance and wills/trusts in place that are appropriate for your situation to protect your family's future. Highly recommend them. read more

Highly recommend Panoramic Financial Advice and their services. They are professional, comprehensive, and transparent. Worked with Andrew and his team for several years now and they helped establish a strong financial plan aligned with my goals. Highly recommend them to any medical professional who is seeking financial advice for the long term. Was one of the best decisions I made during my medical training! read more