Jeff Bernier
CFP®, CFS, ChFC®, MSFP
TandemGrowth Financial Advisors, LLC
President & Wealth Advisor
Jeff Bernier
CFP®, CFS, ChFC®, MSFP
TandemGrowth Financial Advisors, LLC
President & Wealth 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
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 wealth management 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 has been providing personalized financial advice to individuals and families since 1986.
After starting my career with a large firm where I felt there were limited products and services available, I made the decision to form my own registered investment advisory (RIA) firm. This gave me the freedom to offer the holistic, objective advice that I believe my clients need and deserve. Three decades later, I couldn’t be prouder of my team and the firm’s continued dedication to our clients and their financial planning.
Day to day, I oversee the firm’s investment research and portfolio management team and develop its overall investment strategy. I also work directly with clients, helping to evaluate the opportunities, benefits, costs, and tradeoffs of their personal financial and life choices.
In addition, I enjoy sharing my experiences as a frequent speaker and published author. I often cover issues like tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors.
When I’m not helping people plan for the future, I enjoy spending time with my wife, Ashley, and our children and grandchildren. I’m a member of the Atlanta Athletic Club, and I enjoy golf, reading, travel, serving on mission trips, and being involved as a member of Mt. Pisgah United Methodist Church.
Education
- Bachelor’s degree in finance from the University of Georgia
- Master's degree in financial planning from The College for Financial Planning in Denver
Advanced Professional Certifications
- CERTIFIED FINANCIAL PLANNER® (CFP®) professional
- Certified Fund Specialist (CFS)
- Chartered Financial Consultant (ChFC)
Memberships
- Financial Planning Association (FPA)
- Fee-only National Association of Personal Financial Advisors (NAPFA)
- Phoenix Group, a national group of wealth advisors who meet periodically to collaborate on industry best practices
Jeff Bernier is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jeff Bernier is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jeff Bernier is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Jeff Bernier is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jeff Bernier is a Certified Fund Specialist (CFS)A Certified Fund Specialist (CFS) is a certification indicating an individual's expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. The CFS designation does not license individuals to buy or sell mutual funds; however, in many cases Certified Fund Specialists do have this license, which enables them to buy and sell the funds for their clients.
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Jeff Bernier is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Jeff Bernier is a Guest on Money Savage: "Embracing Your Financial HalfTime with Jeff Bernier"
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Jeff Bernier Discusses "How to Avoid Making Irrational Financial Decisions" as a Guest on the Wealth Matters Radio Show
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Jeff Bernier is in the Advisor Spotlight: "Jeff Bernier Goes the Extra Mile to Help His Clients Grow" on Advisory World
Contact Jeff Bernier
Office Locations:
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3820 Mansell Road
Suite T30
Alpharetta, GA 30022
