Hi, I’m Josh Chamberlain.
I founded my own independent financial advisory firm in Decatur to help people enjoy today while intelligently planning for tomorrow.
According to the WSJ, only 2% of financial planning firms are independent, working as fiduciaries for their clients. I am a fiduciary and among the 2%.
What’s a fiduciary? A financial advisor that always acts in the best interests of their clients and places their clients' best interests before their own.
I will provide you the best advice possible to help you achieve your goals.
What makes Chamberlain Financial Advisors Unique
it’s a partnership
We talk, text, email and meet at least quarterly. I know your family goals and hold you accountable.
No Minimum investment
You don’t need a fortune to become a client. I want to help you grow your wealth.
We meet you where you are most comfortable - over coffee, in the office, at your home or virtually.
HOW WE CAN HELP YOU
Hourly Advice &
Advice you can implement yourself.
Custom financial plans typically take 12-18 hours.
CFA annual Membership
$150/month + $997 initiation 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.
$1% of assets under mgt/year
Josh implements, manages and adjusts your portfolio while keeping you informed. Minimum of $150,000 in assets required.
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.