Jeff Bernier
AUTHOR

Jeff Bernier

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Jeff has been providing personalized financial advice to individuals and families since 1986. After starting his career with a large firm where he felt there were limited products and services available, he made the decision to form his registered investment advisory (RIA) firm, TandemGrowth Financial Advisors, LLC. This gave Jeff the freedom to offer the holistic, objective advice that he believes his clients need and deserve. Three decades later, he couldn’t be prouder of his team and the firm’s continued dedication to their clients and their financial planning. In addition, Jeff enjoys sharing his experiences as a frequent speaker and published author and as the host of the Money and Meaning Podcast. He is especially passionate about coaching clients on how they can uncover “what matters most” and align their actions and resources with their goals; his talks and books cover issues like tax planning strategies, retirement income distributions, and asset allocation for business executives, retirees, and long-term investors with a purpose-driven and holistic approach.
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