December 2006
For the second year, TandemGrowth was named one of "Atlanta's Top 10 NAPFA Fee-Only Investment Advisers," by the Atlanta Business Chronicle.
December 2006
Jeff Bernier was featured in the RSM McGladrey Advantage newsletter in an article titled, "Get a head start on retirement tax, portfolio planning."
October 2006
July 2006
TandemGrowth Financial Advisors was recognized in the July 2006 issue of Financial Advisor magazine as one of the fastest growing registered independent advisory (RIA) firms that offer financial planning and investment management. The July issue surveyed more than 400 advisory firms around the country, ranking the firms by growth rates within five asset-size categories. (TandemGrowth was ranked in the Top 40 for the $100 million or less asset-size category.) Twelve other RIA firms from Georgia were included in the magazine’s first annual ranking of independent advisory firms.
June 2006
Jeff Bernier was interviewed for Investment Advisor, a national magazine for independent financial advisors. In the article, "Stretched," Bernier describes his transition from broker/dealer representative to independent RIA.
April 26, 2006
Jeff Bernier was a guest speaker at the Securities Industry Association Independent Firms conference. He was invited to speak about the growing demand of wealth management services among high net worth markets.
2005 Press
December 9-15, 2005
Named one of "Atlanta's Top 10 NAPFA Fee-Only Investment Advisers," by the Atlanta Business Chronicle.
September 29, 2005
Jeff Bernier was accepted for membership in the National Association of Personal Financial Advisors (NAPFA).
September 2005
Jeff Bernier presented the following CPE presentations, "College Funding Strategies" and "IRA Beneficiaries (Estate Planning)," to a local CPA Firm.
June 23, 2005
Jeff Bernier co-presented a Stock Option Planning seminar to the Georgia Chapter of the Financial Planning Association.
February 21, 2005
Jeff Bernier published the article, "Financially Planning For Your Career Transition," in the February 21, 2005 issue of ExecuNet's CareerSmart Advisor newsletter. The newsletter is distributed to roughly 15,000 executive members.
2004 Press
Jeff Bernier was quoted in Investment News, a national newspaper for financial advisers, regarding SEC compliance guidelines - November 29, 2004.
Jeff Bernier published the article "CPAs and Weath Management: Working with Financial Advisors" in the November/December 2004 Georgia Society of CPAs Current Accounts magazine.
Jeff Bernier was quoted in CBS MarketWatch on Margin Accounts, "Too Much Risk at the Margin Consumers Flirt With Dangerous Brokerage-account Loans." - October 2004.
Lockwood Advisor's, one of the top ten providers of managed account services, selected Jeff Bernier for their company's monthly Success Story, "Careful Planning Helps Advisor Launch Own Firm." - October 2004
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