Tandem Financial Guidance, LLC

Overview

Tandem Financial Guidance, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses, while also providing selection-of-other-advisers services. The firm operates as a capital allocator: its model centers on assembling third-party mutual fund strategies and, where appropriate, engaging outside managers rather than running a large in-house fund complex. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees, allowing structure to be tailored to client needs. Investment activity is concentrated in public funds—primarily mutual funds—used to construct diversified client portfolios. Tandem does not position itself as an active ESG investor and does not present as a multi-state adviser. All reported client assets are managed on a discretionary basis, and the firm’s advisory services emphasize financial planning integrated with portfolio oversight and manager selection when outside specialists are required.

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Investments & Alternatives

Location & Offices