Tandem Wealth Advisors
Tandem Wealth Advisors is an investment management firm focused on investors' needs in an ever-changing world of increasing complexity. Adhering to a disciplined and repeatable investment process, Tandem strives to deliver consistent risk-adjusted returns at a low-cost over complete market cycles. The firm works with individuals, families and trusts nationwide through its advisory practice, and manages money for retirement fund participants in 401(k) plans through its institutional funds. Peace of mind performance for investors is our priority.
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Verified contacts
5
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
33
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- CD
Colin Denker
Director of Operations and Client Services · General Business & Management
EmailPhone - RC
Robbie Cohen
Advisory Associate · Finance & Accounting
EmailPhone - MM
Meghan Mulligan
Client Relationship Associate · Customer/Client Service
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Tandem Wealth Advisors
5 distinct titles indexed · top 5 shown.
- 1advisory associate
- 1client relationship associate
- 1director of operations and client services
- 1senior project manager
- 1senior project manager at tandem wealth advisors
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