A complete list of active advisors currently associated with Tandem Financial Guidance, LLC

Warmer can help you find a great advisor at Tandem Financial Guidance, LLC or one who fits your needs even better.

Tandem Financial Guidance, LLC is a fee-only, state-registered independent advisory firm that provides financial planning, investment management, and educational seminars to individuals, high-net-worth clients, charitable organizations, and businesses. Services are offered as either ongoing or project-based planning engagements and include discretionary portfolio management when agreed with the client. The firm primarily uses a passive investment approach, building asset-class-weighted portfolios with index mutual funds and ETFs and, when appropriate, engaging outside managers or technology solutions for execution and administrative functions. Financial planning engagements emphasize a collaborative process—monitoring and periodic review in ongoing relationships or limited-scope advice in project work—while implementation and trading authority are exercised within the bounds clients set. Distinctive features include serving charitable organizations (a relatively uncommon client type for similar independent firms), operating as a small solo practice with roughly $11.8 million in assets for about 19 clients, and offering a related tax and bookkeeping business that clients may use separately for additional services. The firm does not take custody of client assets, typically recommends a qualified custodian for account custody and trade execution, and relies on custodian statements rather than issuing separate written investment reports to investment management clients.

To learn more about the advisors currently working at Tandem Financial Guidance, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.