In any venture, knowledge and information are the keys to success. While we consistently monitor your accounts to help ensure you remain on track toward your goals, we urge you to stay informed—and to ask questions at any time. It’s your money. It’s your life.


TandemGrowth Client Portal

Get a global view of your investments, financial plans, and more in your personal portal.

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Secure Document Access

Access your personal documents and planning reports in your online document safe.

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Fidelity Login

Use your Fidelity username and password to access and monitor your account online.

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TandemGrowth Financial Advisors

Do you need a clear financial path? Start the conversation.

No matter where you are in your journey, our goal is for you to be better able to navigate and have clarity and confidence in the future. Choose the button below that most closely matches your stage of life to schedule a call with us.

I am Planning for the Future    I am Nearing or in Retirement