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

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

Tandem Financial serves individuals (including high‑net‑worth clients), estates, trusts, foundations, businesses and employer‑sponsored retirement plans. The firm provides discretionary and non‑discretionary investment management, integrated financial planning, retirement‑plan advisory and consulting, and advice on assets held outside its primary custodian such as annuities and employer plan holdings. Most client portfolios are managed on a discretionary basis and are implemented through diversified asset allocation across individual stocks and bonds, mutual funds and ETFs, and a range of alternative investments, with regular monitoring and rebalancing. The firm applies a mix of fundamental, technical and charting analyses and uses strategies that can include options, short sales, margin and short‑term trading alongside longer‑term holdings; financial planning is typically included with ongoing management but can also be delivered as a standalone engagement. Noteworthy aspects relative to many peers are its formal retirement‑plan practice, which offers both ERISA 3(21) advisory services and 3(38) discretionary manager arrangements plus plan fiduciary education, and its willingness to use less common instruments—interval funds, private equity and private debt, and digital‑asset‑related products—in client portfolios. The brochure also discloses that some clients may incur an additional third‑party technology/reporting fee and that some advisers are licensed to sell insurance products, which the firm identifies as potential conflicts of interest.

To learn more about the advisors currently working at Tandem Financial, 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.