Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC is a fee-only registered investment adviser (RIA) based in Phoenix, Arizona, United States. The firm manages assets primarily for individual (including high net worth) clients, pooled investment vehicles, and pension/profit-sharing plans. Founded in 2011 and incorporated in Delaware, Tandem Wealth Advisors LLC has around 7 employees and focuses on delivering personalized wealth management and financial advisory services to private clients and institutions.
Investment Strategy
Tandem Wealth Advisors LLC employs a multi-asset class investment approach, primarily leveraging ETFs, mutual funds, and direct securities to build diversified portfolios. The firm offers discretionary investment management tailored to the needs and goals of individual clients, with an emphasis on long-term growth, risk management, and asset allocation. Its client base consists mostly of individuals, high net worth individuals, pension plans, and pooled vehicles. The firm's philosophy centers on disciplined portfolio construction, ongoing monitoring, and periodic rebalancing to stay aligned with client objectives.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES AGGREGATE BOND ETF | 18.36% | $37.1M | 374,285 | $97.01 | $99.20 | -$2.0M |
E EFA | ISHARES MSCI EAFE ETF | 11.73% | $23.7M | 265,404 | $72.64 | $89.39 | +$8.2M |
M MDY | S & P MID CAP 400 DEP RCPTS MID CAP | 8.92% | $18.0M | 31,828 | $459.61 | $566.48 | +$2.4M |
S SPY | SPDR S&P 500 ETF | 8.32% | $16.8M | 27,238 | $443.57 | $617.85 | +$4.0M |
D DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 7.55% | $15.3M | 238,806 | $56.57 | $63.94 | +$3.0M |