As seen in
Atlanta Five Star award winner

PROFESSIONAL PROFILE

Jeff Bernier CFP®, ChFC, CFS

President
TandemGrowth Financial Advisors, LLC
3820 Mansell Rd Ste T30
Alpharetta, GA 30022
Office: 770-641-6360
jbernier@tandemgrowth.com
www.tandemgrowth.com

Professional Approach

The president and chief investment officer of TandemGrowth Financial Advisors, LLC, Jeff has been providing personalized financial advice to high-earning individuals and families since 1986. After starting his career with a large firm with limited products and services, he made the decision to form his own registered investment advisory (RIA) firm where he had the freedom to provide holistic, objective advice. Three decades later, Jeff couldn’t be prouder of his team’s success and the firm’s continued dedication to fee-only financial planning, its recognition as a National Association of Personal Financial Advisors (NAPFA) advisory firm, and its commitment to serving as a fiduciary for our clients.

Jeff oversees the firm’s investment research and portfolio management team and develops its overall investment strategy. He also works directly with clients, helping to evaluate the opportunities, benefits, costs, and tradeoffs of their personal financial and life choices. A frequent speaker and published author, Jeff enjoys sharing his experiences on such issues as tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors throughout the Southeast.

Jeff holds a bachelor’s degree in finance from the University of Georgia and a master's degree in financial planning from The College for Financial Planning in Denver. Committed to continuing education, he has also undertaken training and completed the requirements for advanced professional certifications. He is a CERTIFIED FINANCIAL PLANNER® (CFP®)professional, a Certified Fund Specialist (CFS), and a Chartered Financial Consultant (ChFC). Jeff is a member of the Financial Planning Association (FPA), the fee-only National Association of Personal Financial Advisors (NAPFA), and the Phoenix Group, a national group of elite wealth advisors who meet periodically to collaborate on industry best practices.

Jeff is a member of the Atlanta Athletic Club and enjoys golf, reading, travel, and serving on mission trips, and he is committed to lifelong learning. In 2013 he attended The Halftime Institute and is passionate about helping executives in transition move from success to significance.  He resides in John’s Creek with his wife, Ashley, and their children, Nicholas and Natalie. Jeff and Ashley are members of Mt. Pisgah United Methodist Church.

 

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TandemGrowth Financial Advisors, LLC (“TandemGrowth”) is an SEC registered investment adviser located in Alpharetta, Georgia. TandemGrowth and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which TandemGrowth maintains clients. TandemGrowth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

For information pertaining to the registration status of TandemGrowth, please contact the SEC or the state securities regulators for those states in which TandemGrowth maintains a notice filing. A copy of TandemGrowth’s current written disclosure statement discussing TandemGrowth’s business operations, services, and fees is available from TandemGrowth upon written request.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if TandemGrowth is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of TandemGrowth by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively  on information prepared and/or submitted by the recognized adviser.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,197 Atlanta area wealth managers were considered for the award; 285 (9 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 3,248 considered, 287 winners; 2017: 2,378 considered, 301 winners; 2016: 2,210 considered, 526 winners; 2015: 3,620 considered, 546 winners; 2014: 4,433 considered, 560 winners; 2013: 2,852 considered, 592 winners; 2012: 2,660 considered, 607 winners.