Bryan Kelly, CFP, CDFA, APMA, MDRT, of Tandem Financial Partners, was named to the list of Best-in-State Wealth Advisors published by Forbes magazine. The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business.
According to Forbes, the rankings are based on data provided by more than 11,000 of the nation’s most productive advisors. Mr. Kelly was chosen based on assets under management, industry experience, regulatory and compliance record, revenue produced over a three-year period and community involvement. He has more than 16 years of experience in the financial services industry.
“This is a well-deserved honor,” said Will Clegg, manager at Henderson, Hutcherson, and McCullough, a leading Chattanooga area CPA firm. “Bryan has an eagerness to surpass expectations for every client he works with. His dedication to service excellence is unparalleled.”
“There is infinite information available at our fingertips, and it’s hard to know what to trust,” said Mr. Kelly. “That’s why it’s important to have a trusted advisor who can sift through the confusion and customize a plan that not only fits your family today, but also considers your family for generations to come.”
“I feel like people want to know that they have a partner they can come to for advice or guidance on a variety of topics -- not just financial but personal and charitable also,” he added. “I want to be that resource for each and every client so they can live a life well lived.”
A graduate of Lee University, Mr. Kelly serves on several non-profit boards and committees: Sculpture Fields, Downtown Rotary Club, Chattanooga Symphony and Opera, Partnership for Families Children and Adults, ArtsBuild, UnFoundation and Chattanooga Theatre Centre.
“Serving our community isn’t out of a sense of duty or obligation, but more from a grateful heart,” said Mr. Kelly. “That stewardship is contagious, and it helps make the Chattanooga area a better place to live, work and play.”
He and his wife Mindy live on Chattanooga’s burgeoning Southside with their two dogs, Biscuit and Gravy, are enthusiastic foodies, and love to travel.