Personal & Business CFO Services

Make life 






We’ll proactively guide you on your wealth building journey.

We’ll coordinate your coop of outside partners and take the guesswork out of your financial growth.

Simple Management

We run point on your wealth strategy. You get holistic and coordinated advice from a multi-disciplinary viewpoint.

Simple Growth

We work personally with you to define your goals. Elements®, our new system, will prompt everyone to stay informed and on track.

Simple Communication

With a limited power of attorney, we can lead your team of outsourced advisors, freeing you up to sell more chicken.

Get more out of your financial situation.

For empowered, smarter financial decisions
Schedule a Discovery Meeting
What we offer

Financial Planning

Chick-fil-A specific financial coaching

Limited Power of Attorney used to engage your financial professionals directly

Proactive, monthly financial evaluations

Personal dashboard with continuous net worth tracking

Guided and tax-advantaged charitable giving

Debt management

Learn about our approach

financial planning

What we offer

Investment Management

Disciplined Investment Process

Evidence-based approach leveraging decades of Nobel laureates’ research

Low-cost, Globally diversified, and tax-efficient portfolios

Charitable planning

Performance reporting at your fingertips.

Vetted Private Equity Opportunities for Accredited Investors

investment management

financial planning

What we offer

Add-on Services

Tax Prep - Coordinated and simplified experience led by those who know your finances best.

*Tax Prep is only available to our Personal CFO clients.

investment management


financial planning

Elements® — the future of simplified financial growth.

Elements® is our financial planning system that will give you a more complete and accurate view of your financial situation, and a proven methodology for making smarter financial decisions. Learn More

Schedule a Discovery Meeting

Element’s® reports will keep us on the same page, prompt regular conversations about your goals and progress, and offer objective data to help us make the best decisions for your finances.


What will you do with your financial growth?

Here’s how some of our clients are celebrating their progress.

April 12, 2021

Norman Farms added a nonprofit to their physical therapy farm.

April 12, 2021

We were able to support Joe in choosing benefits and operating as his personal business CFO.

April 12, 2021

Becky Harris's team has been able to meet more community needs through a monthly food delivery outreach.

April 12, 2021

After 30 years in banking, Kevin Williams decided to work for Chick-fil-A as a franchisee

April 12, 2021

When income increased, Roosevelt and Tay needed financial wisdom on how to maximize their investments.

April 12, 2021

Casey wanted help with finding his best Chick-fil-a 401k option, and with setting his team up for retirement success.

April 12, 2021

This couple were already good stewards of their money—they just needed a little help getting to the finish line.

April 12, 2021

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

All testimonials have been provided by real, current clients. No client was compensated for providing these testimonials. Pandowealth. LLC gained each client's permission to publish their testimonial.
Business Retirement Plans

Need egg-stra help?

We can help you setup a 401(k) designed to help you reach your goals and attract the right Team Members.

Learn More