Grow your money.

Save on taxes.

Retire well.

Be generous.

Financial Wisdom and Leadership

For Chick-fil-A Operators and Support Center Staff.

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what we offer

Fee-only, honest and objective fiduciary advice.

No products for sale, commissions or referral fees. Because we are fee-only, we are interested in only serving your best interest and are free to suggest a wide array of investment options that are best for your living, giving and legacy goals.

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Personal & Business CFO Services

We give you a more complete view of your financial situation to empower smarter financial decisions.

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Financial Planning

Proactively helping you organize your financial information, objectively analyze your data, make smart decisions, and complete the jobs that lead to holistic financial health.

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Investment Management

Applying science to investing influenced by decades of Nobel Laureates’ research, in alignment with your financial plan, disciplined, tax-efficient, low-cost, and globally diversified - We act as a guide to help you through various market conditions, avoiding costly mistakes and maximizing your odds of success capturing market returns over your lifetime.

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Add-On Services

Tax Planning/Prep and Bookkeeping (coming soon) for Financial Planning clients only. Enjoy a simplified, coordinated experience helping you tax-efficiently build wealth, live well, and give generously.

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Retirement Plans for Operators

We help you design, set up, and manage the 401k plan and/or pension that meets your goals.

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Bulk Up Net Worth
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catch & keep talent
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Save on Taxes
Stay Compliant
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invest in the future

We’ve cared for Chick-fil-A Operators & Support Staff for nearly 25 years.

Now serving over 380 Operators & Support Staff

Ben and Jen | Pandowealth Testimonials.

Ben and Jen are able to live generously, live well, and prepare a legacy for their kids.

"Pandowealth understood the importance of generosity and not just building a solo financial kingdom. "

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November 23, 2021

Pt 3 Get Started with Giving: Legacy Mindset

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November 23, 2021

Pt 2 Get Started with Giving: Giving First, Living Last

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November 23, 2021

Pt 1 Get Started with Giving: Why Do We Give?

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November 23, 2021

Pt 3 Get Started with Saving: Teaching Kids to Save

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November 23, 2021

Pt 2 Get Started with Saving: Accelerating Your Goals

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November 23, 2021

Pt 1 Get Started with Saving: Your Emergency Fund

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What are your life goals?

Give a million to charity.

Start my own foundation.

Give a million to charity.

Be generous with friends and family.

Give a million to charity.

Finally feel in control.

Get to know my money better.

Have a perfect plan.

Build my dream house.

Make anything possible.

Build my dream house.

Invest in fun.

Build my dream house.

Make work optional.

Find my finish line.

Make work optional.

Retire early.

Make work optional.

Take a trip around the world.

Gift more time off to my work team.

Take a trip around the world.

Enjoy my life.

Take a trip around the world.

Plan my legacy.

Plan my legacy.

Enjoy my family.

Plan my legacy.

Build a future for my kids.

Plan my legacy.

Plan my legacy.

Don’t play chicken with your finances

We’ll take you under our wing and help you grow your nest egg.

We’ll let you know what’s up with your money on a regular basis.

We’ll tell you what would be best for your goals & we’ll set up systems to get you there.

You can be as involved as you want and grow your understanding along the way.

You can trust us to handle it all.

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Who we are

Together, Jim and Daniel built Pandowealth.

We thrive by advising clients to invest in their future, maximize giving, and simplify their finances. We serve Chick-fil-A Operators and Support Center Staff by offering custom financial and retirement services. As seen in Chick-fil-A Leadwell, we are a vendor with nearly 25 years of experience, and serving you is our pleasure.

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Pandowealth | Chik-fil-A Operators

Ready to get started?

Retain our personal & business CFO services and plan for your and your team members’ retirement.