Take the first step toward a future of clarity and purpose.
At TandemGrowth, our financial planners near Cumming, GA partner with you to help align your wealth with what matters most.
At TandemGrowth, we walk alongside you through a holistic financial planning and portfolio management process from our office near Cumming, GA.
For over 20 years, we’ve helped families with complex financial needs find clarity and confidence—so they can focus less on the numbers and more on living with meaning.
Strategies Aligned With Your Life and Legacy
At TandemGrowth, we go beyond surface-level planning. We take time to understand your story—your wealth, your goals, your values—then design a financial strategy that not only seeks to support your lifestyle today but also preserve your legacy for tomorrow.
Transparent, Flexible Fee Options
Clarity in Every Relationship
Our fee structure is simple, transparent, and designed so you always know the value you’re receiving.
Serving families throughout Cumming, GA, TandemGrowth provides more than financial advice—we help you create a values-driven strategy for wealth that is designed to support your life today and your legacy tomorrow.
At TandemGrowth, we partner with individuals and families who want more than numbers on a page—they want confidence, clarity, and a plan that reflects what matters most. Whether you’re preparing for retirement, navigating life transitions, or seeking direction for your wealth, we’re here to guide you with purpose and care.
Retirement Planning
Searching for retirement planning near Cumming, GA?
At TandemGrowth, we believe retirement isn’t just about stepping away from work—it’s about stepping into a life of purpose. Whether retirement is around the corner or still decades away, we’ll walk alongside you to create a clear, personalized plan that reflects your lifestyle, your timeline, and the legacy you want to leave.
Investment Management
Ready to align your investments with what matters most?
At TandemGrowth, your portfolio is never managed in isolation. Every investment decision is designed to support your broader financial plan—supporting your long-term financial strategy with a disciplined approach to investing and risk management.
Financial Planning in Cumming, GA
At TandemGrowth, we’re honored to serve individuals and families in the Cumming, GA community with trusted, values-based guidance. For over 20 years, we’ve partnered with households managing significant wealth to help create clarity and purpose around their financial lives. If you’re looking for a more confident way to manage your money and prepare for the future, our team is here to walk with you through each stage of your financial journey.
Serving Cummings, GA and Surrounding Communities
Cumming, Georgia, is a growing city in Forsyth County and serves as the county seat. As of 2025, the population is estimated at 10,879. That’s a major increase from 7,359 in 2020, with the city growing nearly 7% every year. Families and professionals alike are drawn to this area thanks to its small-town atmosphere and easy access to the Atlanta metro.
The median age in Cumming is 37.8 years. For males, it’s 29.6, while for females, it’s 43.7. The average household income in Cumming is $108,201. Despite its growth, about 16% of the population lives below the poverty line.
Healthcare plays a big role in Cumming’s economy. Major employers include Atrium Health and Novant Health, two well-known providers in the region. These companies support many jobs in the area.
When it comes to things to do, Cumming offers something for everyone. Lake Lanier is nearby and famous for its excellent fishing. Striped bass and spotted bass are favorites here. If you’re looking for a fishing experience, Captain Clay Cunningham’s Catching Not Fishing Guide Service operates seven days a week, year-round.
Families also enjoy visiting Warbington Farms. It offers seasonal activities, a playground, and a petting zoo, which is perfect for a weekend outing. For those wanting a unique overnight experience, Timberline Glamping at Lake Lanier combines camping with comfort.
Shopping and dining are easy to find at The Collection at Forsyth. This outdoor shopping center features national retailers, restaurants, a movie theater, and local shops.
Cumming combined fast-paced growth with small-town charm. With outdoor fun, medical careers, and a strong community spirit, it’s no surprise more people are calling this Georgia city home. Whether you’re fishing on the lake or enjoying dinner and a movie, Cumming has plenty to offer.
