Built for Chick-fil-A
Operators & Staff

Guidance to grow wealth, reduce taxes, and make confident decisions at every stage.

Why us

Most wealth firms will take your business. Few truly understand it. We do.

We understand the Operator and Support Center journey. How you earn, how your wealth grows, and what comes next. That insight leads to better decisions and better outcomes.

“Functionally, the 401K program is a huge mental lift that I don’t need to worry about and Pando’s relationship and knowledge of Chick-fil-A systems helps me to keep hitting the ‘easy’ button. Additionally, when I need to think better about any number of financial decisions, the team is always willing and able to help, usually giving me more insight than I can come to on my own.”

Jason and JeUl
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30+ Years

Serving Chick-fil-A operators + Staff

We wanted whoever handled our finances to care about us as a whole, and not just feel like a client.

Roosevelt and Tay
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570+ Clients

Operators and Support Center Staff served

Over $550M

Assets Under Management

“We originally started with Jim because he knew Chick-fil-A. His team they know Operators, they know how the business works, and the partnership with Chick-fil-A, and so they offered expertise that no other companies really offered.”

Colby Webb
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“As a family, our financial desire is to be able to give generously and sacrificially whenever we want. To us, that’s what financial freedom means. That’s how we would define purposeful living and giving.”

Brandon and Amanda
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70% of clients

engage two or more services

Fee-Only

Fiduciary wealth management
Our Services

Built for your role, not just your balance sheet

Operators

You’ve built something that works. Your finances should too.

The business is running. The team is in place. But tax exposure, retirement structure, and long-term planning are often left behind.
We help Operators organize their financial life, reduce taxes, and turn success into lasting wealth.

Personal CFO

We coordinate planning, tax strategy, and investments into one clear, aligned approach.
Investment Philosophy
Enter CFA

401(k) + Pension Services

Design and manage retirement plans that support your business and the people behind it.
See how retirement plans work
Enter Pro

Tax Strategy

Proactive tax planning and filing designed to reduce burden and support long-term growth.
SUPPORT CENTER STAFF

You gave your best years to the mission. What comes next matters.

You built a career inside something meaningful. Now it’s time to make sure your finances reflect what you’ve earned.
We help Support Center Staff turn their career into a clear, intentional financial future.

Personal CFO

We coordinate planning, tax strategy, and investments into one clear, aligned approach.
Investment Philosophy
Investment Philosophy

Tax Strategy

Proactive tax planning and filing designed to reduce burden and support long-term growth.

Get clarity on what comes next

A short, no-pressure conversation to understand your situation, align on priorities, and map the right next steps.

Who we are

Experienced advisors who understand your world

We’ve spent decades helping Operators, athletes, and families make complex financial decisions with clarity. You get a team that knows what you’re navigating and how to guide you through it.

Let’s see if we’re a good fit

A short, no-pressure conversation to understand your situation, answer your questions, and see if working together makes sense.