CRD: 125490
Tandemgrowth Financial Advisors, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-28-2003
- Office Locations
- 1
Office Locations
About Tandemgrowth Financial Advisors, LLC
TandemGrowth Financial Advisors is a relationship-driven RIA focused on individuals approaching or in retirement. The firm provides holistic planning—retirement, tax, risk, estate, and college funding—paired with goal-focused, planning-driven investment management and ongoing plan monitoring. Advisors use “what if” scenarios to surface blind spots. Custody reported with Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JON JEFFREY BERNIER
Chief Compliance Officer, President, WEALTH ADVISOR
- CRD
- #1540739
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MONA GALAL FAHMY KUHLMAN
Wealth Advisor
- CRD
- #3195400
JAMIE UNDERWOOD STOLZ
Director
- CRD
- #5681635
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $295,846,092 | $449,614 |
| Non-Discretionary | $1,154,122 | $192,354 |
| Total | $297,000,214 | $447,289 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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