Tenon Financial LLC

EST. AUM
$316,033,549

CONTACTS

CLIENT ACCOUNTS
460

Firm Details

Metro area New York City
CRD Number 305581
Website tenonfinancial.com
Client types

Overview

Tenon Financial LLC is an independent, fee-only SEC-registered investment adviser headquartered in Metuchen, New Jersey. Founded in 2019 by Andrew Panko, the firm specializes in retirement planning, retirement income strategies, tax-efficient investing, Social Security optimization, and discretionary investment management. The firm primarily serves individuals approaching or already in retirement and emphasizes minimizing lifetime taxes while building sustainable retirement income plans.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Tenon Financial LLC

Platform Details

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