Tandem Wealth Advisors.
We make it simple.

Philosophy

Services

Investment Management

Tandem’s philosophy is rooted in a traditional, long-term, risk-controlled approach to investment management. Tandem’s advisors work with clients to identify an acceptable asset allocation based on the client’s risk and return objectives as they relate to the current economic and market environment. A customized solution is constructed for each client using the firm’s managed portfolio strategies and services.

Retirement Planning

For most people, funding a successful retirement is a life-long, primary financial goal. Without an informed strategy, the subject can become a source of anxiety for many. Tandem has developed a powerful set of proprietary modeling tools to help guide clients through all stages of the process with clarity, confidence, and peace of mind, from the accumulation phase throughout retirement itself.

Trust and Estate Services

Tandem’s founding principal has extensive trust investment management experience as a former institutional trust officer, and Tandem’s traditional, risk-controlled investment management philosophy is highly suitable for trust accounts. Through strategic relationships with several federal and state-chartered trust companies, Tandem offers an institutional trustee solution in addition to fiduciary support services to individual trustees.