Tandem Financial, LLC

Tandem Financial, LLC is a Registered Investment Adviser established in 2018, located in Greenwood Village, CO. The firm specializes in helping clients build, manage, and preserve their wealth, offering services to individuals, high-net-worth individuals, estates, trusts, foundations, charities, businesses, and pension plans. They provide investment and wealth management services, financial planning, retirement plan services, and legacy management services. Most accounts are managed on a discretionary basis, allowing Tandem Financial to buy or sell securities without client approval within the expected risk allocation. The firm uses various methods of analysis, including charting, fundamental analysis, technical analysis, and cyclical analysis, to determine asset allocation and security selection. Tandem Financial acts as a fiduciary, putting clients' interests first and disclosing any conflicts of interest, such as recommending insurance products. The firm charges a maximum annual advisory fee of 1.00%, which is negotiable, and fees are deducted directly from client accounts. Tandem Financial does not charge performance-based fees, and clients have the right to decide on the implementation of recommendations. The firm does not have any disciplinary information to report and does not participate in wrap fee programs. As of December 31, 2024, the firm has $291,204,848 in assets under management.