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Hi, I’m Josh.

I founded my own independent financial advisory firm in Decatur, to help professionals and families, just like mine, enjoy today while intelligently planning for tomorrow.

According to the WSJ, only 2% of financial planning firms are truly independent, working as fiduciaries for their clients, under a purely fee-only compensation model (i.e., no commissions). We are among the 2%.

The other 98% of financial planners typically require new clients to have a minimum of $250,000 in assets. They make commissions off of selling products (like mutual funds or insurance). That’s not me. My goal is to provide you the best advice possible, in order for your family to grow towards your goals.

Find the financial services that can help your family.

What makes Chamberlain Financial Advisors different from other firms


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it’s personal

I know you and your family’s goals. You are not a number, and we are on a first name basis.

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No annual meetings

That’s not enough. To be a true partner to you, we need to meet at least quarterly.

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accessible

You don’t need a minimum investment required to become a client. I want to help you grow your wealth.

fiduciary & Fee only

The advice I provide is in YOUR best interest, not mine. I don’t make commissions selling you products.

convenient

We meet you where you are most comfortable - over coffee, in the office, at your home or virtually.

I have been through many of the trials and tribulations that you will encounter in life, which better positions me to create your plan.

Get My free Financial guides


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14 Questions You Should Ask a Financial Advisor

You need an advisor you can trust and speak candidly with about your concerns, wants and needs. I put together a list of questions (and my answers) that will help you determine if the advisor you are considering is right for you.

Becoming a parent is one of life's biggest joys and responsibilities be prepared for your precious arrival.

For Daily financial motivation and tips

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