Who We Are
About TandemGrowth
A team you can trust. It’s what every investor seeks.
But how can you know if a team is right for you, your family, and your assets?
We believe valued relationships require synergy, partnership, and mutual respect
—all built on a foundation of knowledge, experience, and a dedication to success.
Who We Are
Financial advocates, partners, and advisors
When Jeff Bernier founded TandemGrowth Financial Advisors, LLC in 2003,
his vision was simple: to serve as each client’s true advocate—financially and personally.
To bring that vision to life, he created a fee-only firm whose advisors have total freedom
to discover innovative solutions and make recommendations based on each client’s unique needs.
No commissions. No vendor perks. And no sales incentives.
More than a decade later, we continue to focus 100% on the needs of each client to offer
fully objective and highly valued financial advice to every one of our clients.
TandemGrowth is an independent Registered Investment Advisor (RIA) and proud member of the
National Association of Personal Financial Advisors (NAPFA). As fiduciaries,
we receive compensation on one thing only: objective financial advice.
Our Core Values Make Us Who We Are
Stewardship
We are committed to being outstanding stewards of firm and client resources.
Partnership
We promote a culture of collaboration with our colleagues, clients, and other advisors.
Transparency
We strive for open, honest communication in all relationships.
Choice
We have a passion for identifying, evaluating, and recommending creative choices.
Balance
We carefully balance our work with our commitment to family and our personal missions.
