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Free Resources2026-03-03T14:03:13+00:00

Support for Your Financial Journey

You’re taking thoughtful steps toward your financial future.

To provide the level of attention and depth of planning we think our clients deserve, we specialize in serving clients with $1,000,000 or more in investable assets.

If your situation falls outside that range, we encourage you to explore NAPFA’s “Find an Advisor” tool to search for fee-only financial advisors by location who may be a better fit for your needs.

At this stage, our advisory services may not be the right next step — but these resources can help you continue building clarity and confidence.

Podcast

Clear, thoughtful conversations on financial planning, investing, and making intentional decisions with your wealth.

  • Season 9 / Episode 11

    Season 9 / Episode 11

    In this episode of Money & Meaning, Jeff Bernier speaks with entrepreneur and investor John Hutchinson, founder of Care Counseling and host of The Nuance Effect podcast.

  • Season 9 / Episode 10

    Season 9 / Episode 10

    In this episode of Money & Meaning Perspectives, Jeff Bernier explores the transition from achievement to purpose, drawing on reflections from Chip Conley, founder of the Modern Elder Academy, and Arthur Brooks, Harvard professor and bestselling author of From Strength to Strength.

  • Season 9 / Episode 9

    Season 9 / Episode 9

    In this episode of Money & Meaning, host Jeff Bernier is joined by Dr. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth. They examine retirement as more than a financial milestone, focusing on the shift in identity, purpose, and daily structure that comes with leaving a career.

  • Season 9 / Episode 8

    Season 9 / Episode 8

    In this Perspective episode of Money & Meaning, Jeff Bernier examines one of the most common questions investors ask: whether they’re missing out by not owning the latest high-profile stock or IPO.

→ Listen to the Podcast

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TandemGrowth Perspectives — A Personal Finance Blog

Thoughtful insights on financial planning, investing, retirement, and making confident long-term decisions — written to help you stay informed and stay on track.

The Money and Meaning Journey A Guide to Clarity, Financial Confidence, and Joy

By Jeff Bernier
A reflective guide to aligning your financial decisions with purpose, priorities, and the life you want to live — with greater clarity and confidence.

→ Learn More About the Book

Educational Resources

Guides and tools designed to help you better understand key financial topics and planning considerations.

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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.

Additional Important Disclosures

© 2026 TandemGrowth Financial Advisors, LLC. | All Rights Reserved | Website by Evanced

TandemGrowth offers links to other third-party websites that may be of interest to our website visitors. When you click on these links you will leave the TandemGrowth website and will be redirected to another site. No representations or warranties are made as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or otherwise incorporated into this website. All such information is provided solely for convenience, educational, and informational purposes only.

Third-parties may collect information, including personal information relating to a user’s online activities over time and across different websites and other online services. TandemGrowth does not control a third-party’s collection or use of personal information or tracking technologies.

If you have any questions or concerns about the products and services offered on linked third party websites, please contact the third party directly.

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