Forms & Policies

Form CRS

Tandem Investment Partners, LLC is registered with the Securities and Exchange Commission as an investment adviser and, as such, we provide advisory services rather than brokerage services. Brokerage and investment advisory services and fees differ and it is important for you, our client, to understand the differences. Additionally, free and simple tools are available to research firms and financial professionals at, which also provides educational materials about broker-dealers, investment advisers, and investing. This document is a summary of the services and fees we offer to “retail” investors, which are natural persons who seek or receive services primarily for personal, family, or household purposes.

Privacy Policy

An important part of the relationship we have with our Clients is the information you share with us. Protecting your privacy is important to us and we want you to know how we treat your private information. Download our Privacy Policy to learn more.

Form ADV Part 2A Brochure

This brochure provides information about the qualifications and business practices of Tandem Investment Partners, LLC. If you have any questions about the contents of this brochure, please contact us at 609-452-2100.