Tandemgrowth Financial Advisors, LLC

Overview

Tandemgrowth Financial Advisors, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2014. The firm focuses on serving individual and family clients, offering comprehensive financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Compensation is charged as a percentage of assets under management and via fixed fees. The firm describes itself as a capital allocator and reports being an active ESG investor, which suggests sustainability considerations factor into investment decisions and manager selection. Tandemgrowth operates as a smaller, privately held RIA rather than a multi-state or institutional pension consultant. Its business model emphasizes working with outside managers and funds rather than building large internal alternative platforms, consistent with its role in selecting other advisers.

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Location & Offices