Hi, I’m Josh Chamberlain, CFP®.
I am an independent, fee-Only, fiduciary.
what is financial planning?
Financial planning takes the guess work out of managing your finances and helps you understand the implications of each financial decision you make.
Everyone has different goals, so it’s important to have a unique plan that drives joy by working towards your family’s ultimate potential.
Are you a HENRY? (High Earner Not Rich Yet)
I help HENRY’s find happiness by intentionally managing their money towards their family goals.
compared to
chamberlain financial
No account minimums
No commissions
No hidden fees
Fiduciary
Results for you
Traditional Firms
$500K+ minimums
Commission based
Hidden fees
Not a fiduciary
Results for shareholders
Fiduciary and always on your side
We are bound ethically and legally to act in your best interest.
No commissions or hidden fees
Our pricing is transparent and easy to understand. There is no upselling nor any product pushing.
Get started with any amount
Everyone starts somewhere. We work with everyone from those at the starting gate to those nearing the finish line.
just want a personalized plan?
Advice you can implement yourself.
Custom financial plans typically take 12-18 hours.
$350/Hour
CFA Set YEarly
Fee
Provides families with less than $150k in assets a custom financial plan AND access to a financial advisor on an ongoing basis. No Minimum assets required.
$250/month + $1,999 initiation fee
Wealth Management
Josh implements, manages and adjusts your portfolio while keeping you informed. Minimum of $150,000 in assets required.
$1% of assets under mgt/year
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