A complete list of active advisors currently associated with Tandem Views Investment Services, LLC

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

Tandem Views Investment Services, LLC is a fee-only, state-registered advisory firm that provides ongoing investment management and a range of financial planning services to individuals, retirees, professionals, business owners, trusts, and estates. The firm manages about $7.6 million for a small, concentrated client base and offers both limited-scope and comprehensive planning alongside portfolio design and monitoring. The firm’s investment approach emphasizes fundamental analysis and active asset allocation across stocks, bonds, ETFs, municipal and government securities, and, when appropriate, REITs and commodities, with portfolios reviewed and rebalanced at least annually. Uncommonly for independent peers, the firm operates primarily on a non-discretionary basis, generally requiring client approval before implementing trades and offering an educational or fiduciary framework when advising on retirement rollovers. What is noteworthy about the firm is its small-scale, hands-on model in which the owner/principal—who holds CFP® and CPA/PFS credentials—provides all client services and oversight, rather than operating through a larger team. The firm also follows a strictly fee-only compensation model, does not participate in wrap programs or accept performance-based fees, and relies on a third-party custodian for execution and client reporting.

To learn more about the advisors currently working at Tandem Views Investment Services, 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.