Financial Planning & Portfolio Management in Marietta, GA.

You’ve worked hard to build your wealth. Now it’s time to develop strategies to help manage, grow, and align your wealth with the life you’ve envisioned—with a fiduciary advisor committed to putting your interests first.

  • Partner With Us

  • Plan Ahead for Life’s Shifts

  • Stay Focused on What Matters Most

Take the first step toward a future of clarity and purpose.

At TandemGrowth, our financial planners near Marietta, GA partner with you to help align your wealth with what matters most.

  • Do you feel confident that your retirement plan reflects your values, vision, and legacy?

  • Is your long-term financial strategy personalized—or just another cookie-cutter plan?

  • Would a second opinion on your current portfolio and tax strategy bring greater peace of mind?

  • Is your plan designed to help you preserve wealth, support causes you care about, and provide for the next generation?

  • Have you struggled to find a trusted financial advisor near Marietta, GA who listens first and guides second?

At TandemGrowth, we walk alongside you through a holistic financial planning and portfolio management process from our office near Marietta, 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.

TandemGrowth financial advisor discussing personalized financial planning and wealth management strategies with a colleague in the office near Marietta, GA.
Two professional women discussing information on a laptop, representing personalized financial planning, wealth management, and long-term legacy goals.

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.

Fiduciary Advice With Integrity

Guidance You Can Trust, Always

For over two decades, we’ve served families with complex planning needs as fiduciary advisors, committed to acting in your best interest. No commissions. No sales pressure. Just disciplined advice focused on what matters most to you.

Four TandemGrowth financial advisory team members collaborating around a laptop and reviewing documents during a financial planning and wealth management meeting.
Smiling mature woman exercising with dumbbells at home, representing an active retirement lifestyle and long-term financial well-being.

Transparent Fee Structure

Clarity in Every Relationship

Our fee structure is simple, transparent, and designed so you always know the value you’re receiving.

OUR SERVICES

Crafting a retirement as unique as you

At TandemGrowth, we offer more than financial advice—we build relationships. Your advisor is a trusted partner, helping you explore “what if” scenarios and identify potential financial blind spots. With our multi-faceted approach, you can navigate the complexities of financial planning with confidence.

FINANCIAL PLANNING

A holistic financial advisor can help you get your resources and actions in alignment with what matters most.

Align your actions and resources with what matters most.

retirement

RETIREMENT PLANNING

A written retirement plan that is continuously monitored can help you transition confidently and remain comfortable in retirement.

Transition confidently and retire comfortably.

INVESTMENT MANAGEMENT

A goal focused and planning driven investment management plan can align your assets with your goals and your ability and willingness to take risks.

Align your assets with your goals.

tax

TAX PLANNING

Tax planning can help you uncover opportunities to preserve wealth and enhance the funding of your financial goals.

Uncover opportunities to preserve wealth.

risk

RISK MANAGEMENT

A Risk Management Plan can free you to enjoy your journey by feeling confident that you protected your income, assets and loved ones from anticipated risks.

Protect your income and assets.

college

COLLEGE SAVINGS PLAN

A college savings plan can prepare you for the costs of higher education relieving you of financial stress when that time comes.

Prepare for the cost of higher education.

ESTATE PLANNING

Coordinated estate planning can give you confidence that upon your death, wealth is passed to individuals or institutions in an effective manner, while remaining consistent with your values.

Pass on wealth effectively and consistent with your values.

Serving families throughout Marietta, 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.

MEET YOUR FEE-ONLY FIDUCIARY FINANCIAL ADVISORS

The people behind your plan

Professional headshot of Jeff Bernier, CFP, ChFC, CFS, President and Wealth Advisor at TandemGrowth Financial Advisors.

Jeff Bernier, CFP®, ChFC, CFS

President & Wealth Advisor

Professional headshot of Mona Fahmy Kuhlman, MBA, CFS, AIF, Wealth Advisor at TandemGrowth Financial Advisors.

Mona Fahmy Kuhlman, MBA, CFS, AIF®

Wealth Advisor

Your Path to Clarity

step-01

Discover Your Financial Journey

Begin by sharing your current financial picture and future aspirations with our team in Marietta, GA.

step-02

Design Your Personalized Plan

Work closely with your advisor to build a strategy that reflects your goals, values, and wealth management needs.

step-03

Adjust as Life Evolves

Together, we’ll regularly review and refine your plan so it adapts to life changes and remains aligned with what matters most.

Four TandemGrowth financial advisory team members discussing retirement planning and personalized financial strategies during a meeting at their office near Marietta, GA.

Retirement Planning

Searching for retirement planning near Marietta, 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.

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Three generations of women smiling together outdoors, representing multigenerational financial planning, family wealth preservation, and legacy goals.

Financial Planning in Marietta, GA

At TandemGrowth, we’re honored to serve individuals and families in the Marietta, 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 Marietta, GA and Surrounding Communities

Marietta combines small-town warmth with the energy of a growing metro area. Home to about 63,122 people, this Cobb County favorite feels welcoming from the moment you arrive. Tree-lined neighborhoods sit close to an active downtown, and residents enjoy a lifestyle that balances history, culture, and everyday fun.

At the heart of town is the Historic Marietta Square. Locals gather here for coffee, lunch, live music, and weekend strolls past boutiques and eateries. The Square is also where community events bring neighbors together throughout the year. Nearby, the Strand Theatre adds a touch of classic glamour with concerts, films, and stage performances in a beautifully restored setting. Food lovers gravitate to the Marietta Market for quick bites and casual meetups.

History runs deep in Marietta. The Kennesaw Mountain Battlefield offers hiking paths and sweeping views while sharing stories from the Civil War era. Museums like the Gone with the Wind Museum and the Marietta History Center give residents and visitors a closer look at the area’s past. One landmark everyone recognizes is the Big Chicken, a longtime local icon that doubles as a handy meeting spot.

Outdoor time is easy to find. Families cool off at Six Flags White Water, while walkers and runners enjoy the shaded paths of Sope Creek Trail. For indoor excitement, Andretti Indoor Karting brings speed and games under one roof, and art fans spend quiet afternoons at the Marietta Cobb Museum of Art.

Marietta also supports a strong business community. Aerospace leader Lockheed Martin has a major presence, alongside employers like YKK, Bekaert, and Transcom. Housing remains appealing, with home prices rising modestly year over year and a current median around $443K.

From seasonal street festivals and chalk art downtown to the weekly farmers market, Marietta offers a lifestyle that feels connected and lively without feeling overwhelming. It’s a place where history, opportunity, and everyday enjoyment come together naturally.

LET’S DISCUSS

Let’s Start the Conversation

Whether you’re a few years away or already thinking about your next chapter, our goal is to help you navigate with confidence.

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