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Going Further Together

You deserve a team of highly credentialed and experienced strategic wealth advisors and financial planners who get to know you and truly care about your financial future. At InTandem Financial, we work collaboratively with you to design custom financial plans for your unique needs and desires. Our aspiration is to create long-lasting relationships with you built on integrity, trust, and uncompromised service.

Team Photo

WHAT MAKES US UNIQUE

150 YEARS OF EXPERIENCE

A diverse & credentialed team with over 150 years of financial services experience.

MULTI-GENERATIONAL FIRM

A multi-generational firm to ensure continuity for our clients.

16 FINANCIAL PROFESSIONALS

A team of financial professionals with the capacity to serve unique client needs.