Jeff  Bernier,  CFP<sup>&reg;</sup> - Financial Advisor

Jeff Bernier, CFP®


President and Chief Investment Officer

TandemGrowth Financial Advisors, LLC

3820 Mansell Rd, Ste T30
Alpharetta, GA 30022
(770) 641-6360 CONNECT WITH Jeff
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Jeff Bernier is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TandemGrowth Financial Advisors, LLC in Alpharetta, GA and the surrounding communities.

Financial Advisor Overview

YOUR UNIQUE JOURNEY Life is a journey. Where are you headed? Are you nearing retirement age and looking to get the most out of life without financial stress? Now that you are reaching this pivotal phase, you may be experiencing some uncertainty. Have you saved enough? Will it last as long as you need it to? What changes should you make before retirement? As you age, financial demands evolve. We can help you structure your spending and saving in order to support your retirement timeline and future goals, no matter what they may be. With a clear road map and expert advisors that help you adapt to your current situation, you will feel confident about the future that is just around the corner. Are you planning for a future that seems pretty far down the road? Financial demands can seem to come from every direction at this stage of life, and planning for long-term goals may seem like too much to ask. You may be comfortably supporting your lifestyle, but are you saving enough to keep it in the future? Balancing your finances for the highest quality of life both now and later can be overwhelming. We can show you how your current financial decisions will affect your lifestyle in the long-term. With smart decisions and a straightforward plan, you will be able to navigate the “now” and have clarity and confidence in the future. No matter what stage of the journey you are in, TandemGrowth can provide a path forward. Together, we will create a customized financial map to help you optimize your resources and achieve your goals. With a caring advisor to provide a clear and unbiased picture of how choices can affect your future, you will be prepared every step of the way. 3 unique/distinguishing values Holistic Approach Life's journey is ever-evolving. No one's path is a straight one. For that reason, we believe in a "big picture" approach to financial planning. We want to take into consideration your values, goals, and resources along with your risks and liabilities to create the most accurate financial map for your unique journey. Deep Relationship A big part of our process involves the discovery of the information beyond the numbers. In order to truly advocate for you, we’ll need to get to know you really well. Throughout our process, we’ll get a full picture of who you are as an individual, who you are as a couple, and what your relationships are to money. We’ll also uncover your dreams, concerns, and conflicts. With this knowledge in-hand, we’ll help you organize your existing resources so that we can analyze strengths and weaknesses. Financial Mapping We have the expertise and experience to translate your vision and challenges into an actionable plan. Together we can help you readjust to create a clear path toward your financial destinations with confidence.


Financial Advisor Experience

Jeff Bernier, CFP®, ChFC, CFS President & Wealth Advisor I have been providing personalized financial advice to high-earning individuals and families since 1986. After starting my career with a large firm with limited products and services, I made the decision to form my own registered investment advisory (RIA) firm. This gave me the freedom to provide the holistic, objective advice that I believe my clients need and deserve. Three decades later, I couldn’t be prouder of my team’s success and the firm’s continued dedication to our clients and their financial planning. Day to day, I oversee the firm’s investment research and portfolio management team and develop its overall investment strategy. I also work directly with clients, helping to evaluate the opportunities, benefits, costs, and tradeoffs of their personal financial and life choices. In addition, I enjoy sharing my experiences as a frequent speaker and published author. I often cover issues like tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors. When I’m not helping people plan for the future, I enjoy spending time with my wife, Ashley and our two children, Nicholas and Natalie. I’m a member of the Atlanta Athletic Club, and I enjoy golf, reading, travel, serving on mission trips, and being involved as a member of Mt. Pisgah United Methodist Church. Education • Bachelor’s degree in finance from the University of Georgia • Master's degree in financial planning from The College for Financial Planning in Denver Advanced professional certifications • CERTIFIED FINANCIAL PLANNER® (CFP®) professional • Certified Fund Specialist (CFS) • Chartered Financial Consultant (ChFC) Memberships • Financial Planning Association (FPA) • Fee-only National Association of Personal Financial Advisors (NAPFA) • Phoenix Group, a national group of wealth advisors who meet periodically to collaborate on industry best practices.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - CFS

Broker-Dealer Affiliation


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Special Needs, Women's Finances


Helpful Financial Planning Resources