About Us

TandemGrowth Financial Advisors, LLC was founded in 2003 by Jeff Bernier. Having served as an advisor with a large firm for nearly 18 years, Jeff was frustrated with the inability to serve clients in a totally objective, holistic manner. His compelling vision: to create a firm whose advisors had the freedom to research any number of solutions and make recommendations only on those that had the highest probability of success for each family’s unique situation. His goal was to position the advisor as a true advocate: a partner sitting at the client's side, not across the table, who served as the client's true champion. Guided by his vision and followed by a dedicated staff, Jeff formed TandemGrowth Financial Advisors, LLC as an independent financial planning and investment advisory firm. 

Committed to delivering complete objectivity, TandemGrowth is now a fee-only firm and a proud member of NAPFA, the National Association of Personal Financial Advisors. As a NAPFA member, TandemGrowth’s compensation is limited solely to financial planning and investment advisory fees; the firm receives no commissions on the products, investments, or recommendations made to clients. As fiduciaries, we receive compensation on one thing only: objective financial advice.