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A Trusted Financial Partner on Your Journey toward Success

Your Vision and Values in Alignment

At Tandem Wealth Partners, we work hand in hand with clients to help them take charge of their financial destinies. With personalized guidance informed by experienced insights, sound strategies, and the knowledge to navigate the complexities of financial endeavors, our team will help you prioritize and savor the things that bring you joy and fulfillment in life.

Our Services

Tandem Wealth Partners offers comprehensive financial services. We serve individuals and businesses in all areas of investment planning, including:

Comprehensive Financial Planning

Investments

Retirement Planning

Risk Management

Estate Planning

Philanthropic Giving

Working in Tandem

At Tandem Wealth Partners, we prioritize relationship-building, fostering meaningful connections with our clients based on trust, open communication, and a shared focus on achieving long-term financial success. With expanded product and service offerings, our team provides a broader range of options catering to the unique financial objectives of our clients. As an independent firm, Tandem Wealth Partners is committed to delivering unbiased advice, free from external influences, ensuring clients receive recommendations based solely on their best interests.

Meet The Team

Founder, Wealth Advisor, Managing Director

Ryan L. Goldschmitt, WMCP

Ryan is the Founder and Managing Director of Tandem Wealth Partners and serves as a Wealth Advisor. He has over 16 years of comprehensive financial planning and investment strategy experience working with individuals and businesses. Throughout his career, Ryan has had the privilege of working with individuals from all walks of life. Whether helping a young family plan for their children’s education, guiding entrepreneurs through business succession planning, or assisting retirees in creating sustainable retirement income strategies, Ryan is known for his client-centric approach and unwavering commitment to their financial well-being.

Ryan maintains the Series 6, 7, 63, 65, and Life and Health licenses. Ryan has earned the Wealth Management Certified Professional (WMCP®) designation from The American College of Financial Services. Professionals holding the designation specialize in how to integrate complex wealth and investment management strategies that provide clients with a holistic approach to achieving financial security and peace of mind.

Previously, Ryan served as a Private Client Advisor for J.P. Morgan. In this role, he worked with clients to understand their goals and create customized strategies. Ryan has developed expertise in providing comprehensive wealth management solutions throughout his career. His dedication to staying current with industry trends and regulations ensures that his clients benefit from the most up-to-date financial advice.

Ryan and his wife, Heather, reside in Flemington, New Jersey. In addition to his client involvement, Ryan is the proud father to twins Spencer and Lila. He and Heather enjoy watching Spencer demonstrate his athleticism in baseball and martial arts while Lila showcases her talents as a blossoming actress and gymnast. Ryan enjoys experimenting with new recipes in the kitchen, staying active by playing tennis, and reading up on the latest technological innovations in his spare time.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Managing Director, Operations

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Resource Partners

Get In Touch

Do you have questions for Tandem Wealth Partners and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.

Location:
P.O. Box 646
Flemington, NJ 08822

Contact:
(O) 908.824.5551
(E) [email protected]