In the News


 
 
 
 
Awards/Accolades
TG Awards
 
2009 Press
 
September 2009
 
Jeff Bernier was quoted on Investment News.com in an article titled Site allows investors to rate advisers.

June 2009
Jeff Bernier was quoted on Investement News.com in an article titled  Small-cap Strength Seen as Bright Sign about the performance of small capitalization stocks since March 2009.
 
 
2008 Press
 
October 2008
Jeff Bernier selected as a 2008 FIVE STAR: Best in Client Satisfaction Wealth Manager (SM) by Atlanta Magazine.
  
July 2008
TandemGrowth Earns "America's Top Wealth Manager" Recognition for Second Consecutive Year - Wealth Manager Magazine
 
June 2, 2008
TandemGrowth's CEO & Chief Investment Officer Jeff Bernier was quoted in the Wall Street Journal lending his insight for an article titled "The Drifters," about how fund managers are apt to change investment styles, especially during times of high market volatility.  
 
April 18, 2008
Eldercare Radio features Jeff Bernier in a segment titled "Investor Behavior - Taming Your Brain" for their monthly ElderCare Matters segment.  Jeff discusses some strategies to improve healthy investor behavior.
 
April 11, 2008
Jeff Berner was quoted in Fidelity Investor's Weekly, "Living With Market Volatility:  How to Protect Your Investments." *
 
March 28, 2008
"Retirement Investing During Volatile Markets" presented by Jeff Bernier to the Georgia ElderCare Symposium.
 
January 7, 2008
Jeff Bernier shared his insights on investor psychology during an interview with 30minutefinance.com, an educational show designed for consumers to learn about personal finance topics from leading experts in the industry. 
 
"Recent market volatility has played havoc on the hearts and minds of investors across the country. It’s times like this that you need to be able to talk with a financial advisor who can understand the emotional rollercoaster you are riding. Jeff Bernier, CFP of TandemGrowth Financial Advisors in Roswell, GA joins us to discuss investor psychology as it relates to recent volatility." - Ben Lewis, host of 30minutefinance.com
 
2007 Press
 
December 2007
For the third consecutive year, TandemGrowth was named one of "Atlanta's Top 10 NAPFA Fee-Only Investment Advisers," by the Atlanta Business Chronicle.
 
July 2007
TandemGrowth Earns
"America's Top Wealth Manager" Recognition - Wealth Manager Magazine

July 2007
Garrett Joins TandemGrowth as New Financial Advisor
 
March 2007
 
March 12, 2007
Update:  The Ultimate Gift
 
February 11, 2007
 
 
2006 Press

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

 

*This website has links to other websites but TandemGrowth does not have control over these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there.

 

                                                                                                                                            

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