Categories
By: Jeff Bernier, CFP®, ChFC, CFS Birthdays aren't just about cake and candles 🎂 they're also [...]
By Jeff BernierIt’s an investing rule of thumb you probably learned from your grandfather: [...]
3820 Mansell Rd, Suite T30, Alpharetta GA 30022
This award was issued on 09/01/2026 by Five Star Professional (FSP) for the time period 10/30/2025 through 04/30/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3991 Atlanta-area wealth managers were considered for the award; 207 (5% of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 3,842, 226, 6%, 9/1/25, 11/27/24 – 5/1/25; 2024: 3,508, 249, 7%, 9/1/24, 11/14/23 – 6/10/24; 2023: 3,209, 237, 7%, 9/1/23, 11/14/22 – 5/31/23; 2022: 3285, 263, 8%, 9/1/22, 12/13/21 – 6/10/22; 2021: 3254, 265, 8%, 9/1/21, 11/30/20 – 6/25/21; 2020: 3314, 268, 8%, 9/1/20, 12/23/19 – 7/10/20; 2019: 3197, 285, 9%, 9/1/19, 12/10/18 – 7/23/19; 2018: 3248, 287, 9%, 9/1/18, 12/29/17 – 7/24/18; 2017: 2378, 301, 13%, 9/1/17, 12/30/16 – 7/14/17; 2016: 2210, 526, 24%, 8/1/16, 2/4/16 – 7/22/16; 2015: 3620, 546, 15%, 9/1/15, 2/4/15 – 7/22/15; 2014: 4433, 560, 13%, 9/1/14, 2/4/14 – 7/22/14; 2013: 2852, 592, 21%, 9/1/13, 2/4/13 – 7/22/13; 2012: 2660, 607, 23%, 9/1/12, 2/4/12 – 7/22/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
This website (“Website”) is a publication of TandemGrowth Financial Advisors, LLC which is a registered investment adviser with a primary business location in Alpharetta, GA.
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Personalized or specialized services, levels of experience, and professional credentials or designations should not be construed as a guarantee of client satisfaction or any particular outcome. Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client’s financial affairs. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
© 2026 TandemGrowth Financial Advisors, LLC. | All Rights Reserved | Website by Evanced