PAMED Partners

Altfest Personal Wealth Management is a fee-only & fiduciary financial advisory firm, celebrating its 40th birthday in 2023. Altfest’s value stems from their unique service offering tailored to the needs of physicians. They’re sworn fiduciaries, meaning they are impartial and objective in making recommendations and go out of their way to avoid conflicts of interest or commissions. They offer truly comprehensive services including Public and Private Investments, Risk & Insurance Management, estate planning and proactive tax planning. Most importantly, while they have the resources of a large firm, they keep a small advisor to client ratio and know their clients by name, so physicians get the attention they deserve from residency through retirement.