Jeff  Bernier

Jeff Bernier

| CFP®, CFS, ChFc, MSFP

TandemGrowth Financial Advisors, LLC

(770) 641-6360

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Fee-Only Financial Advisor serving Alpharetta, GA area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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3820 Mansell Road
Suite T30
Alpharetta, GA 30022

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Jeff Bernier is a Alpharetta, GA Fee-Only Financial Planner serving Alpharetta and all surrounding areas. TandemGrowth Financial Advisors, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Jeff Bernier is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Jeff Bernier, CFP®, ChFC, CFS, MSFP
Founder, President and Chief Investment Officer

Jeff Bernier, president and chief investment officer of TandemGrowth Financial Advisors, LLC, has been a financial services professional since 1986. Having started his career with a large firm where he was limited in the products and services he could offer clients, Jeff made the decision to form his own registered investment advisory (RIA) firm in order to provide holistic, objective financial planning services to affluent individuals and families. A member of the National Association of Personal Financial Advisors (NAPFA), TandemGrowth is a fee-only firm, committed to serving as a fiduciary for clients.

 

Jeff oversees the firm’s investment research and portfolio management team and develops its overall investment strategy. He also works directly with clients, helping them evaluate the opportunities, benefits, costs, and tradeoffs of their financial and life choices. A frequent speaker and published author, Jeff enjoys sharing his experiences on such issues as tax planning strategies, retirement income distributions, and asset allocation for retirees and long-term investors throughout the Southeast.

Jeff holds a bachelor’s degree in finance from the University of Georgia and a master's degree in financial planning from The College for Financial Planning in Denver. Committed to continuing education, he has also undertaken training and completed the requirements for advanced professional certifications. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a Certified Fund Specialist (CFS), and a Chartered Financial Consultant (ChFC). Jeff is a member of the Financial Planning Association (FPA), the fee-only National Association of Personal Financial Advisors (NAPFA), and the Phoenix Group, a national group of elite wealth advisors who meet periodically to collaborate on industry best practices.

Jeff is a member of the Atlanta Athletic Club and enjoys golfing and serving as a volunteer counselor for A Beacon of Hope. He resides in John’s Creek with his wife, Ashley, and their two children, Nicholas and Natalie. They are members of Mt. Pisgah United Methodist Church.



 

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TandemGrowth Financial Advisors, LLC was founded in 2003 by Jeff Bernier. Having served as an advisor with a large firm for nearly 18 years, Jeff was frustrated with the inability to serve clients in a totally objective, holistic manner. His compelling vision: to create a firm whose advisors had the freedom to research any number of solutions and make recommendations only on those that had the highest probability of success for each family’s unique situation. His goal was to position the advisor as a true advocate: a partner sitting at the client's side, not across the table, who served as the client's true champion. Guided by his vision and followed by a dedicated staff, Jeff formed TandemGrowth Financial Advisors, LLC as an independent financial planning and investment advisory firm

Committed to delivering complete objectivity, TandemGrowth is now a fee-only firm and a proud member of NAPFA, the National Association of Personal Financial Advisors. As a NAPFA member, TandemGrowth’s compensation is limited solely to financial planning and investment advisory fees; the firm receives no commissions on the products, investments, or recommendations made to clients. As fiduciaries, we receive compensation on one thing only: objective financial advice.

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