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PAMED Financial Planning

Powered by Altfest Personal Wealth Management


About this exciting new benefit.

At PAMED, we noticed a trend among our members. New members are graduating with sizeable student loan debt and many coming out of residencies with substantial consumer debt as well. Our members have extensive medical training, but little to no financial literacy skills or education provided.

Even experienced physicians with vibrant careers and families find little time to adequately manage their finances and still face significant challenges in optimizing their financial plans. It was apparent to us that a program was needed to help physicians take control of their personal finances from residency all the way to retirement, and thus, PAMED Financial Planning was launched in partnership with Altfest Personal Wealth Management. 

The Advisory Team at Altfest has been serving the financial needs of physicians for over 40 years. What this means to you is their four decades of experience has given them an unparalleled depth of understanding on how to serve you and your colleagues by meeting you where you are and where you wish to go in the future. The real benefit is helping you have a more sound and secure financial future and helping you achieve your financial goals.

PAMED Financial Planning is a unique service exclusive to PAMED members to ensure that PA physicians have access to the financial education, tools and expertise they need to succeed. 

As an additional benefit:

If you choose to become a client of Altfest you may be eligible for FREE PAMED membership. 

For more information: 


Call  (215) 882-8067

Schedule a Complimentary Consultation 

Schedule a Complimentary Consultation

Have questions on your portfolio, student loans, insurance, retirement, taxes or any other personal financial topic?

Take some time to speak with our team of Certified Financial Planners, CPAs, Financial Analysts and Attorneys. 

What you'll get from your consultation:


1. Answers to your most pressing financial concerns. 
  • Our experts will listen to your concerns and shed some light on potential solutions. 
  • Insight on how other physicians have addressed similar issues and how it can impact your overall financial plan. 
2. Comprehensive Financial Planning Roadmap
  • A directional breakdown of what needs to be done to optimize your financial situation across all major planning areas.
  • Insights on potential strategies that could help you more efficiently reach your stated goals.
3. Portfolio Review
  • A thorough review of your current portfolio positions against the current economic backdrop.
  • Insights on how your allocation is helping or hurting your financial and life goals.

PLEASE NOTE: Courtesy of Pennsylvania Medical Society this consultation is offered at no cost you. 

If you choose to become a client of Altfest you may be eligible for FREE PAMED membership. 


Physician Specific Financial Education 

Upon looking at the options physicians had in wealth management providers, we felt no one understood their needs fully. Too much focus was placed just on public equity portfolios and not enough on the big picture items physicians need. This is why our education and service offering alike covers a wide range of topics like retirement planning, selling a practice, tax reduction strategies, student loan and lawsuit protection strategies.

The educational content below will cover a wide range of personal financial topics because all these topics need to be addressed fully in order to have a truly comprehensive and holistic financial plan. The benefit to you is that you'll be well armed with the knowledge you need to assess your own financial situation and have guidance on how to improve it.

Should you need to discuss any topic in further detail, reach out to our team via email or schedule a call using this link.


Webinar Replays


Short Videos

Financial Assessments

woman investment consultant analyzing company annual financial report balance sheet statement working with documents graphs. Stock market, office, tax, education concept. Hands with charts papers


How would you rate your personal financial situation?

Most physicians are severely deficient in areas they wouldn't think to analyze. Most importantly, they don't realize how different areas of personal finance can affect the others in a domino effect.

Use this financial assessment to understand the areas of your personal finances that may need to be optimized.  

Request a Financial Assessment

What are your colleagues are saying about Altfest?

Having been an Altfest Personal Wealth Management client since 2005, my wife and I have relied upon Altfest for financial advice as our concerns and needs changed and most importantly, for trustworthy management of our funds.
Although growth of our financial assets is important, we also value our Altfest relationship knowing our funds have been responsibly managed while we engaged in raising our children, caring for family and performing our best at our careers.  Having a trustworthy partner to manage our finances has freed us for other important matters, even having fun! 
As we are medical professionals not financial professionals, working with Altfest has improved our financial wellbeing by helping us avoid missteps in various areas of personal finance.  As we approach retirement, we have engaged more closely with Altfest and have found the Altfest firm available, interactive, and able to leverage their financial planning expertise to help us meet specific objectives. 
The Altfest firm has provided consistent excellent support throughout our relationship, and we have accomplished more with Altfest as our trusted partner than we could have alone.


Dr. Henry Bodenheimer, Jr.
I would rate my experience with Altfest as excellent.
I like their approach to investment in a value-oriented way. I also like the fee only investment style (i.e., they do well if I do well). Altfest has helped me with my financial wellbeing in several ways.
They have helped me ride out the various market swings over the past few decades with both professional reassurance and having me in investments that we're less risky and less susceptible to big market swings. 
They have also been a big help in terms of retirement and tax planning. The firm has many physicians as clients and has a good understanding of financial and professional issues that are unique to the medical field.


Dr. Curtis Appel

Assistant Professor, Department of Obstetrics and Gynecology

Montefiore Medical Center



My wife and I have been clients of Altfest Personal Wealth Management for over 13 years. During that time, our experience with their team has been excellent.
They have always been thoughtful, caring, and pro-active in addressing our investment and financial planning needs.  We have complete confidence in Altfest’s ability to prudently manage our investment portfolio to meet our needs.
I recommend Altfest Personal Wealth Management without reservation to other physicians and their families that are in search of a capable advisor that is dedicated to serving them throughout their career and beyond.



Dr. Richard Polin

Professor of Pediatrics at Columbia University, College of Physicians and Surgeons


Altfest Personal Wealth Management is a Registered Investment Advisory firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintains a “Notice Filing” with the states of New York, New Jersey, Connecticut, Arizona, California, Florida, Illinois, Louisiana, Maryland, Massachusetts, New Hampshire, Pennsylvania, Texas, Vermont, and Virginia. Altfest Personal Wealth Management may not provide investment advisory services to any resident of states in which the firm does not maintain a notice filing. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing.

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

All of the testimonials above are from current Altfest clients, and no compensation has been given for their statements. Clients are listed with permission and have been selected based on their willingness to share a few positive words about their experience with Altfest. Every client experience will differ. Future results cannot be guaranteed.