Jeff Bernier

CFP®, CFS, ChFc, MSFP

TandemGrowth Financial Advisors, LLC

Financial Advisor

Jeff Bernier

CFP®, CFS, ChFc, MSFP

TandemGrowth Financial Advisors, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeff Bernier, CFP®, CFS, ChFc, MSFP

(770) 641-6360

Fee-Only financial planner located in Alpharetta, GA, serving clients locally and across the country

Jeff Bernier is a Alpharetta, GA fee-only financial planner. TandemGrowth Financial Advisors, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeff Bernier is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.



 

Jeff Bernier is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jeff Bernier

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 3820 Mansell Road
    Suite T30
    Alpharetta, GA 30022

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser