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Who We Are

Tandem Wealth Advisors was founded in 2011 as a financial planning and investment management firm to evolve alongside an ever-changing world of increasing complexity and uncertainty.

Our traditional yet forward-thinking investment discipline combines qualitative research, quantitative analysis, risk management, relative valuation and best-in-class technology to construct diversified client portfolios for individuals and families with $500,000 or more in investable assets at Charles Schwab.

We have organized our firm around a strong commitment to client education, client service, reliability, timely communication and results. We believe investment managers must be honest, intelligent and unemotional in regards to decision making. Adhering to a clear philosophy and repeatable process, we strive to deliver consistent risk-adjusted returns at a low-cost over a complete market cycle in both up and down markets.

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Tandem Wealth Advisors

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© 2020 TANDEM WEALTH ADVISORS LLC | 1850 N CENTRAL AVENUE, SUITE 330 | PHOENIX, AZ 85004 | 602-297-8600