Drew Feldman, APMA®

Who I Work With

Young families building wealth across a business and a paycheck. When one of you runs a company and the other collects a W-2, your financial life can become complex fast. I work with families balancing both sides while raising kids and building careers in a world that doesn’t make either easy.

About Me

I never planned to become a financial advisor. I came up in film and theater, first as an actor, then as a writer, director, and producer. By most outside measures it was working. Festival wins, fellowship selections, credits on Lifetime, REELZ, and Hulu. And yet for a long stretch I still couldn’t figure out how to make the math of a creative life actually work.

That problem sent me deep into personal finance more than a decade ago. I read obsessively, tested everything against my own life, and eventually started coaching other artists. I earned the Accredited Portfolio Management Advisor™ designation and expanded coaching into full-service financial planning. I built WideFrame because the families I want to work with are too complicated for a robo-advisor and too underserved by the firms chasing bigger accounts.

The deeper I’ve gone, the more I’ve come to believe the technical side of planning is only half the work. The other half is what people actually do with money and why. That’s pulled me toward financial therapy and the psychology of money behavior, and it’s becoming a core part of how I work with clients.

In Hollywood, I learned to separate performance from reality. I bring that same instinct to financial advice. Most of what gets sold in the financial services industry is just unnecessary complexity dressed up as sophistication, all to justify a fee. And because I came into this without a big-box firm in my background telling me what to sell, I never had to unlearn any of it.

My job is to help these families balance the complexity, tame the chaos, and avoid the kind of mistakes that can cost years of progress. That includes deep work on the full picture: cash flow, tax planning, protection and insurance, estate coordination, and investment management, where I build factor-based, evidence-driven portfolios with real diversification rather than handing that work off to a model that can’t really know a client’s risk tolerance or capacity.

My wife and I are living a version of the clients I serve. She’s on the paycheck side, I’m on the business side, and we have a young daughter. We’re wrestling with the same challenges and moving toward the same goals as my own clients. The advice my clients get is the advice I give to my own family.

If you want someone managing the whole picture with you, let’s talk.