#127 - This Wasn’t the Plan: Andy Panko on Intentional Growth and True Freedom
What happens when your lifestyle practice takes off faster than you ever expected?
Andy Panko, founder of Tenon Financial, didn’t set out to build a firm. After leaving the corporate finance world in 2019, his goal was simple: work with 50 clients, enjoy flexibility, and ease into retirement on his own terms.
But within two years, he was at capacity—and suddenly facing a new question: Now what?
In this episode, Andy shares how he navigated that inflection point and grew Tenon Financial without sacrificing the lifestyle he set out to protect. Rather than hiring assistants or junior staff to…
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