Drew Feldman, APMA® | WideFrame Wealth
5.0 stars · 1 review · Serves Nationwide · Specializes in Athletes & Entertainers, HENRYs (High Earners, Not Rich Yet), Young Professionals
We help creative professionals turn career breakthroughs into lasting financial stability. Flat-fee, full-service with a tax-aware investment and planning approach tailored to your unique goals.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Planning
- Charitable Giving
- Debt Management
- Education Planning
- Executive Compensation
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Tax Loss Harvesting
- Tax Planning & Strategy
- Wealth Management
Pricing
- "The Road": Ongoing planning + Investment Management — $9,000 annually
- "The Map": Comprehensive Financial Plan — $4,000 one-time
Reviews
Will Atlas
5 stars
2026-09-09T21:01:37.947546+00:00
I cannot speak highly enough about Drew and his services. My family has used a financial advisor from a large, well-known firm for decades and, though they didn't do a terrible job, my wife and I were continually frustrated about their lack of resources, their minimal advice, their lack of granular attention to our situation, and their siloed, non-wholistic approach. When we had questions about the most important financial decisions of our lives (my wife's med school loans and a potential house purchase), our former financial advisor gave us a short phone session where he and a couple other team members voiced their vague analysis of our situation, without providing much solid data or truly helping us figure out how best to approach these scenarios. Conversely, Drew leapt into action and went completely above and beyond in helping us. Firstly, his depth of knowledge in multiple areas of finance is incredible. Secondly, when he doesn't know an answer - he either finds out (and fast!) or he refers you to an expert. Drew did a forensic analysis of every piece of our financial life from our insurance and car coverage, to our checking accounts, to our trust, high yield savings accounts - you name it. He literally collected every possible piece of information about our financial lives and ran multiple analyses of our cash flow for the rest of our lives. He allowed us to compare different mortgage rates, home prices, private vs public school, a million different variables, and explained the outcome of each model. Never in our lives have we had such a clear understanding of our financial situation - and not just now - but for the future, and any possible future that may arise. I would HIGHLY recommend Drew to anyone looking for a clear and comprehensive understanding of their financial situation and an advisor who cares about you as an individual. He is passionate about what he does and always goes the extra mile. Do yourself a favor and sign up for his services ASAP!